| 14.12.2022 | Assessing and benchmarking the sustainable investing capabilities of private banks and wealth managers / Andrew Douglas CFA, CSP UNIVERSITY OF ZURICHVerband Schweizerischer Vermögensverwalter | VSV | Details |
| 14.12.2022 | Trust: aspetti fiscali internazionali, svizzeri e italianiFondazione Centro Studi Villa Negroni | Details |
| 15.12.2022 | Risk management nei mandati di gestione e nella gestione collettiva di capitaleFondazione Centro Studi Villa Negroni | Details |
| 16.12.2022 | Risikomanagement für unabhängige VermögensverwalterSafe Hands GmbH | Details |
| 20.12.2022 | Webinar EFG/SAM: FATCA - CRS, News & UpdatesAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
| 16.01.2023 | Risk management for independent asset managersSafe Hands GmbH | Details |
| 17.01.2023 | L'intervento del giudice nelle vicende di trustFondazione Centro Studi Villa Negroni | Details |
| 19.01.2023 | Seminario per i revisoriAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
| 23.01.2023 | Gestion du risque pour gérants de fortuneSafe Hands GmbH | Details |
| 25.01.2023 | Pianificazione successoria: principali applicazioni del trustFondazione Centro Studi Villa Negroni | Details |
| 02.02.2023 | Risk governance e gestione dei rischi operativi nelle società di gestioneFondazione Centro Studi Villa Negroni | Details |
| 02.02.2023 | Sustainable Finance for Wealth ManagersCenter for Sustainable Finance and Private Wealth, University of Zurich | Details |
| 14.02.2023 | Persone qualificate incaricate della gestione: abuso di mercato e attività cross borderFondazione Centro Studi Villa Negroni | Details |
| 14.02.2023 | Persone qualificate incaricate della gestione: Offerta di strumenti finanziari e investimenti collettivi nella praticaFondazione Centro Studi Villa Negroni | Details |
| 14.02.2023 | Persone qualificate incaricate della gestione: strumenti finanziari, investimenti collettivi, abusi di mercato e cross borderFondazione Centro Studi Villa Negroni | Details |
| 16.02.2023 | Gestione dei rischi climatici e ambientali in ambito bancario e nella gestione patrimonialeFondazione Centro Studi Villa Negroni | Details |
| 24.02.2023 | Finance ComportementaleSafe Hands GmbH | Details |
| 16.03.2023 | Audit nel risk management nel settore bancario e nelle società di gestioneFondazione Centro Studi Villa Negroni | Details |
| 17.03.2023 | Behavioral FinanceSafe Hands GmbH | Details |
| 21.03.2023 | St. Galler Family (Business) Governance Seminar für Service ProviderSchweizerisches Institut für KMU und Unternehmertum (KMU-HSG) | Details |
| 11.04.2023 | Innovation in Finance | www.finovation.chUniversität St.Gallen | Details |
| 19.04.2023 | Fit for sustainable financeFondazione Centro Studi Villa Negroni | Details |
| 26.04.2023 | Sustainable InvestingUniversität Zürich | Details |
| 13.11.2023 | Investment ControllingUniversität Zürich | Details |
| Article 305bis du Code pénal suisseVisionCompliance SA | Details |
| International sanctions and embargosVisionCompliance SA | Details |
| Le cadre international de la lutte contre le blanchiment d'argentVisionCompliance SA | Details |
| Les abus de marchéVisionCompliance SA | Details |
| Les règles de comportement LSFinVisionCompliance SA | Details |
| Les risques liés aux activités transfrontèresVisionCompliance SA | Details |
| Market abuseVisionCompliance SA | Details |
| Risks related to cross-border activitiesVisionCompliance SA | Details |
| Sanctions internationales et embargosVisionCompliance SA | Details |
| The international framework for combating money launderingVisionCompliance SA | Details |
| eInvestmentsUniversität Zürich | Details |
| The FinSA rules of conduct VisionCompliance SA | Details |
| Cross-Border AusbildungVerband Schweizerischer Vermögensverwalter | VSV | Details |
| Formation transfrontalière (cross-border)Association Suisse des Gestionnaires de fortune | ASG | Details |
| Formazione cross-borderAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
| Maîtrise des marchés financiers/Approches novatrices en finance (module 4)Université de Genève - GFRI | Details |
| Maîtrise des marchés financiers/Gestion de portefeuille (module 3)Université de Genève - GFRI | Details |
| eFundamentals of DerivativesUniversität Zürich | Details |
| eFundamentals of Corporate FinanceUniversität Zürich | Details |
| Article 305bis of the Swiss Penal CodeVisionCompliance SA | Details |
| CDB 20VisionCompliance SA | Details |
| FATCA regimeVisionCompliance SA | Details |
| Grenzüberschreitende RisikenVisionCompliance SA | Details |
| Know Your Customer (KYC)VisionCompliance SA | Details |
| Kundenwissen (KYC)VisionCompliance SA | Details |
| La connaissance du client (KYC)VisionCompliance SA | Details |
| Le régime FATCAVisionCompliance SA | Details |
| MarktmissbrauchVisionCompliance SA | Details |
| Common Reporting Standards (CRS)VisionCompliance SA | Details |
| L'échange automatique de renseignements (CRS)VisionCompliance SA | Details |
| L'obligation de communication au MROSVisionCompliance SA | Details |
| FIDLEG: Grundlagen und Execution OnlyEquilas AG | Details |
| FIDLEG: Transaktionsbezogene AnlageberatungEquilas AG | Details |
| FIDLEG: Umfassende AnlageberatungEquilas AG | Details |
| Nachhaltige Anlagen / Sustainable Investingfineo eLearning GmbH | Details |
| Vorsorge / Vermögensplanung Internationalfineo eLearning GmbH | Details |
| Blockchain und Bitcoinfineo eLearning GmbH | Details |
| e-Learning Modul «AIA / FATCA»Equilas AG | Details |
| e-Learning Modul «Qualified Intermediary (QI)»Equilas AG | Details |
| International SanctionsBRP Bizzozero & Partners SA | Details |
| La protection des donnéesVisionCompliance SA | Details |
| Beneficial ownership and CDB formsVisionCompliance SA | Details |
| Data protectionVisionCompliance SA | Details |
| L'ayant droit économique et les formulaires CDBVisionCompliance SA | Details |
| Développement durable dans le secteur bancaireFintelligence AG | Details |
| Nachhaltigkeit im BankingFintelligence AG | Details |
| Sustainability in BankingFintelligence AG | Details |
| Digitalisation dans le secteur bancaire et fintechFintelligence AG | Details |
| Digitalisation in Banking and FintechFintelligence AG | Details |
| Digitalisierung im Bankwesen und FintechFintelligence AG | Details |
| Behavioral Finance & Its ApplicationCFA Society Switzerland | Details |
| Credit and Private Debt LandscapeCFA Society Switzerland | Details |
| Drivers of Equity ValuationCFA Society Switzerland | Details |
| Dynamic Currency Management: Yes Alpha, No BetaCFA Society Switzerland | Details |
| Equity Valuation ModelsCFA Society Switzerland | Details |
| ESG Investing Primer, An Introduction to ESG InvestingCFA Society Switzerland | Details |
| Global Private Wealth ManagementCFA Society Switzerland | Details |
| Investment Risk ManagementCFA Society Switzerland | Details |
| Investment Wisdom from the Masters: Risks and Relative Values in Diversified Global PortfoliosCFA Society Switzerland | Details |
| The Development of Digital Assets and Their Implications for Portfolio ConstructionCFA Society Switzerland | Details |
| Four Myths or Popular Delusions in the Investment IndustryCFA Society Switzerland | Details |
| Incorporating Alternative Data Into the Investment ProcessCFA Society Switzerland | Details |
| Is Winter Coming Again? Low Expected Returns EverywhereCFA Society Switzerland | Details |
| The Wisdom of Finance: Discovering Humanity in the World of Risk and ReturnCFA Society Switzerland | Details |
| Adéquation des investissements et caractère approprié selon la MiFID IIFintelligence AG | Details |
| Alternative AnlagenFintelligence AG | Details |
| Alternative InvestmentsFintelligence AG | Details |
| AnlagefondsFintelligence AG | Details |
| Codice interno di condottaFintelligence AG | Details |
| Codice interno di condotta & Sicurezza dei dati e riservatezzaFintelligence AG | Details |
| Data security and confidentialityFintelligence AG | Details |
| Datensicherheit und VertraulichkeitFintelligence AG | Details |
| Derivate II & Strukturierte Produkte IIFintelligence AG | Details |
| Derivate I & Strukturierte Produkte IFintelligence AG | Details |
| Derivate – Optionen, Optionspreis und Wert der OptionFintelligence AG | Details |
| Derivate – Optionskennzahlen, Optionsstrategien und exotische OptionenFintelligence AG | Details |
| Derivati II & Prodotti strutturati IIFintelligence AG | Details |
| Derivati – Indicatori dell'opzione, strategie per le opzioni e opzioni esoticheFintelligence AG | Details |
| Derivati I & Prodotti strutturati IFintelligence AG | Details |
| Derivati – Opzioni, prezzo e valore dell'opzioneFintelligence AG | Details |
| Derivatives II & Structured products IIFintelligence AG | Details |
| Derivatives I & Structured products IFintelligence AG | Details |
| Derivatives – Option indicators, option strategies I, option strategies II and exotic optionsFintelligence AG | Details |
| Derivatives – Options, components of the option price and value of the optionFintelligence AG | Details |
| Devisen, Edelmetalle, Rohstoffe, ImmobilienFintelligence AG | Details |
| Devises, métaux précieux, matières premières, immobiliersFintelligence AG | Details |
| Devises, métaux précieux, matières premières, immobiliers & Placements alternatifsFintelligence AG | Details |
| Discretionary and advisory mandates, Lifecycle-oriented financial planning and Behavioral FinanceFintelligence AG | Details |
| Fondi di investimentoFintelligence AG | Details |
| Fondi di investimento & Gestione del portafoglioFintelligence AG | Details |
| Fonds de placementFintelligence AG | Details |
| Fonds de placement & Gestion de portefeuilleFintelligence AG | Details |
| Foreign exchange, Precious metals, Commodities, Real estateFintelligence AG | Details |
| Foreign exchange, Precious metals, Commodities, Real estate & Alternative investmentsFintelligence AG | Details |
| Gestion de portefeuilleFintelligence AG | Details |
| Gestione del portafoglioFintelligence AG | Details |
| Gestione patrimoniale, consulenza di investimento, planificazione finanziaria orientate al ciclo di vita e finanza comportamentaleFintelligence AG | Details |
| ImposteFintelligence AG | Details |
| ImpôtsFintelligence AG | Details |
| Internal codes of conductFintelligence AG | Details |
| Internal codes of conduct & Data security and confidentialityFintelligence AG | Details |
| Interne VerhaltensregelnFintelligence AG | Details |
| Interne Verhaltensregeln & Datensicherheit und VertraulichkeitFintelligence AG | Details |
| Investimenti alternativiFintelligence AG | Details |
| Investment fundsFintelligence AG | Details |
| Investment funds & Portfolio ManagementFintelligence AG | Details |
| Investment Suitability & Appropriateness ai sensi della direttiva MiFID IIFintelligence AG | Details |
| Investment Suitability & Appropriateness under MiFID IIFintelligence AG | Details |
| Investment Suitability & Appropriateness unter MiFID IIFintelligence AG | Details |
| Mandats discrétionnaires, consultatifs, planification financière basée sur le cycle de vie et finance comportementaleFintelligence AG | Details |
| Mercato valutario, metalli preziosi, materie prime, immobiliFintelligence AG | Details |
| Mercato valutario, metalli preziosi, materie prime, immobili & Investimenti alternativiFintelligence AG | Details |
| Placements alternatifsFintelligence AG | Details |
| Portfolio ManagementFintelligence AG | Details |
| Portfolio ManagementFintelligence AG | Details |
| Prodotti strutturati – Caratteristiche, categorie e rischiFintelligence AG | Details |
| Prodotti strutturati – Prodotti per la protezione del capitale, a rendimenti ottimizzati, a partecipazione e a effetto levaFintelligence AG | Details |
| Produits dérivés II & Produits structurés IIFintelligence AG | Details |
| Produits dérivés – Indices d'options, stratégies d'options et options exotiquesFintelligence AG | Details |
| Produits dérivés I & Produits structures IFintelligence AG | Details |
| Produits dérivés – Options, prix et valeur d'optionFintelligence AG | Details |
| Produits structurés – Caractéristiques, catégories et risquesFintelligence AG | Details |
| Produits structurés – Produits de protection du capital, d’optimisation de la performance, de participation et à effet de levierFintelligence AG | Details |
| Règles de conduite internesFintelligence AG | Details |
| Règles de conduite internes & Sécurité des données et confidentialitéFintelligence AG | Details |
| Sécurité des données et confidentialitéFintelligence AG | Details |
| Sicurezza dei dati e riservatezzaFintelligence AG | Details |
| SteuernFintelligence AG | Details |
| Structured products – Capital protection, Yield optimization, participation and leverage productsFintelligence AG | Details |
| Structured products – Structure, features, product categories and risksFintelligence AG | Details |
| Strukturierte Produkte – Kapitalschutz-, Renditeoptimierungs-, Partizipations- und Hebel-ProdukteFintelligence AG | Details |
| Strukturierte Produkte – Merkmale, Kategorien und RisikenFintelligence AG | Details |
| TaxesFintelligence AG | Details |
| Vermögensverwaltung, Anlageberatung, lebenszyklusorientierte Finanzplanung und Behavioral FinanceFintelligence AG | Details |
| Market AbuseBRP Bizzozero & Partners SA | Details |
| ESGBRP Bizzozero & Partners SA | Details |
| Cross-border - Country Specific Course and Test - 145 pays (operated by indigita)BRP Bizzozero & Partners SA | Details |
| Cross-border Foundation CourseBRP Bizzozero & Partners SA | Details |
| Family Offices: Structure, gouvernance et personnelFintelligence AG | Details |
| Family Offices: Structure, governance, and staffingFintelligence AG | Details |
| Family Offices: Struktur, Führung und PersonalbesetzungFintelligence AG | Details |
| F14 - Grundlagen Güter- und ErbrechtMendo AG | Details |
| G03 - EntrepreneurberatungMendo AG | Details |
| Digitalizzazione in ambito bancario e FintechFintelligence AG | Details |
| Sostenibilità per le bancheFintelligence AG | Details |
| Les personnes politiquement exposées (PEP)VisionCompliance SA | Details |
| Politically Exposed Persons (PEP)VisionCompliance SA | Details |
| Family Offices: Struttura, governance e personaleFintelligence AG | Details |
| Corruption and anti-bribery measuresVisionCompliance SA | Details |
| Corruption et mesures anti-corruptionVisionCompliance SA | Details |
| Politisch exponierte Personen (PEP)VisionCompliance SA | Details |
| Die VSB-Formulare für den wirtschaftlich BerechtigtenVisionCompliance SA | Details |
| 150 countries crossborder training with certificationVisionCompliance SA | Details |
| Cryptocurrencies and Digital Assets Valuation ModelsCFA Society Switzerland | Details |
| Der DatenschutzVisionCompliance SA | Details |
| KorruptionVisionCompliance SA | Details |
| Internationale Sanktionen und EmbargosVisionCompliance SA | Details |
| Introduction to Digital AssetsBRP Bizzozero & Partners SA | Details |
| FIDLEG-Verhaltensregeln für Kundenberaterinnen und KundenberaterIfFP Institut für Finanzplanung | Details |
| LSFIN – Formation Continue 2H pour Conseillers à la ClientèleCofaktory | Details |
