| 04.04.2023 | Vérification de l'ADE / due diligence dans la LBA réviséeACADEMY & FINANCE SA | Details |
| 04.04.2023 | Webinaire fiscal ASG et FBT Avocats SA - Conseil fiscal aux clientsAssociation Suisse des Gestionnaires de fortune | ASG | Details |
| 05.04.2023 | Breakfast meeting: Ultime evoluzioni in tema di mandato di gestione patrimoniale nell’ambito dell’attività transfrontaliera con l’ItaliaAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
| 05.04.2023 | Protection des données en Suisse : comment mettre en place l’organisation et les process exigés par la loiACADEMY & FINANCE SA | Details |
| 11.04.2023 | Innovation in Finance | www.finovation.chUniversität St.Gallen | Details |
| 12.04.2023 | Behavioral FinanceSafe Hands GmbH | Details |
| 12.04.2023 | Investing in an Age of InflationCFA Society Switzerland | Details |
| 19.04.2023 | Asset Allocation der teilautonomen SammelstiftungenIfFP Institut für Finanzplanung | Details |
| 19.04.2023 | Fit for sustainable financeFondazione Centro Studi Villa Negroni | Details |
| 25.04.2023 | Convention d'actionnairesSECA (Swiss Private Equity and Corporate Finance Association) | Details |
| 26.04.2023 | Sustainable InvestingUniversität Zürich | Details |
| 27.04.2023 | New Swiss data protection Act : Key insights for wealth managementAssociation Suisse des Gestionnaires de fortune | ASG | Details |
| 02.05.2023 | Risk management for independent asset managersSafe Hands GmbH | Details |
| 03.05.2023 | Il mercato del Wealth ManagementFondazione Centro Studi Villa Negroni | Details |
| 04.05.2023 | Formation de base LBA et Règles de comportementAssociation Suisse des Gestionnaires de fortune | ASG | Details |
| 09.05.2023 | Raising a private equity fund: theory and practiceSECA (Swiss Private Equity and Corporate Finance Association) | Details |
| 10.05.2023 | ESG Conference 2023 - Sustainable Investing for Planet & Society – A Rocky RoadCFA Society Switzerland | Details |
| 10.05.2023 | Wealth Management: identificazione delle esigenze finanziarie e profilatura del clienteFondazione Centro Studi Villa Negroni | Details |
| 11.05.2023 | Verification of UBO in the revised AMLAACADEMY & FINANCE SA | Details |
| 16.05.2023 | FIDLEG: Regulatory and Risk ManagementFondazione Centro Studi Villa Negroni | Details |
| 16.05.2023 | Swiss Pensions Conference 2023 RomandieCFA Society Switzerland | Details |
| 22.05.2023 | Family office e Strategic Asset AllocationFondazione Centro Studi Villa Negroni | Details |
| 23.05.2023 | Basic AMLA training and rules of conductVerband Schweizerischer Vermögensverwalter | VSV | Details |
| 24.05.2023 | Incontri della professioneAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
| 25.05.2023 | Gérer et conseiller dans le cadre LSFin : exigences légales, pratiques de marché, surveillance et auditACADEMY & FINANCE SA | Details |
| 25.05.2023 | Neuroscience of financial decision-making part 3 AZEK AG | Details |
| 25.05.2023 | Opzioni e prodotti strutturati nella gestione patrimonialeFondazione Centro Studi Villa Negroni | Details |
| 01.06.2023 | Gestion du risque pour gérants de fortuneSafe Hands GmbH | Details |
| 02.06.2023 | Rechtliche Herausforderungen von Decentralized Finance (DeFi)Center for Financial Services Innovation (FSI-HSG) | Universität St.Gallen | Details |
| 06.06.2023 | Private equity for middle and back officeSECA (Swiss Private Equity and Corporate Finance Association) | Details |
| 07.06.2023 | Formazione di base e norme di comportamentoAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
| 08.06.2023 | Formation continue LBA / LSFIN / LEFINARIF | Details |
| 08.06.2023 | FORMATION PROFESSIONNELLE ET RÈGLEMENTAIREARIF | Details |
| 13.06.2023 | Grundseminar GwG und VerhaltensregelnVerband Schweizerischer Vermögensverwalter | VSV | Details |
| 14.06.2023 | Wealth Management: implementazione del portafoglioFondazione Centro Studi Villa Negroni | Details |
| 16.06.2023 | Introduction to Decentralized Finance (DeFi) - A Practical Guide to DeFi for BeginnersCenter for Financial Services Innovation (FSI-HSG) | Universität St.Gallen | Details |
| 20.06.2023 | Swiss Pensions Conference 2023 ZurichCFA Society Switzerland | Details |
| 21.06.2023 | ESG and sustainability in private equitySECA (Swiss Private Equity and Corporate Finance Association) | Details |
| 30.08.2023 | Relationship ManagementFondazione Centro Studi Villa Negroni | Details |
| 12.09.2023 | Formation de base LBA et Règles de comportementAssociation Suisse des Gestionnaires de fortune | ASG | Details |
| 13.09.2023 | Fit for sustainable financeFondazione Centro Studi Villa Negroni | Details |
| 04.10.2023 | Investimenti in fondi alternativi e private equity in un’ottica di portafoglioFondazione Centro Studi Villa Negroni | Details |
| 05.10.2023 | Grundseminar GwG und VerhaltensregelnVerband Schweizerischer Vermögensverwalter | VSV | Details |
| 12.10.2023 | Journée 2023 de droit bancaire et financierCentre de droit bancaire et financier | Details |
| 19.10.2023 | Formazione di base e norme di comportamentoAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
| 24.10.2023 | FIDLEG-Verhaltensregeln für VermögensverwalterEquilas AG | Details |
| 25.10.2023 | Real Estate Wealth ManagementFondazione Centro Studi Villa Negroni | Details |
| 02.11.2023 | Formation continue Module 1: LBA/LSFin/LEFin Association Suisse des Gestionnaires de fortune | ASG | Details |
| 02.11.2023 | Formation continue Module 2: LBA/LSFin/LEFin – connaissances professionnelles et techniquesAssociation Suisse des Gestionnaires de fortune | ASG | Details |
| 07.11.2023 | Weiterbildungsseminar Modul 1: GWG/FIDLEG/FINIG Verband Schweizerischer Vermögensverwalter | VSV | Details |
| 07.11.2023 | Weiterbildungsseminar Modul 2: GWG/FIDLEG/FINIG – Fachliche und technische KenntnisseVerband Schweizerischer Vermögensverwalter | VSV | Details |
| 08.11.2023 | Art Wealth ManagementFondazione Centro Studi Villa Negroni | Details |
| 09.11.2023 | Seminario di Formazione continua Modulo 1: LRD, LSerFi e LIsFiAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
| 09.11.2023 | Seminario di Formazione continua Modulo 2: LRD, LSerFi e LisFi – Conoscenze professionali e technicheAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
| 13.11.2023 | Investment ControllingUniversität Zürich | Details |
| 14.11.2023 | Continuing training seminar - AML, FinSA, FinIAVerband Schweizerischer Vermögensverwalter | VSV | Details |
| 22.11.2023 | Consulenza olistica a UHNWI nel Wealth ManagementFondazione Centro Studi Villa Negroni | Details |
| 23.11.2023 | Seminario di Formazione continua Modulo 1: LRD, LSerFi e LIsFiAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
| 28.11.2023 | Formation continue Module 1: LBA/LSFin/LEFin Association Suisse des Gestionnaires de fortune | ASG | Details |
| 30.11.2023 | Weiterbildungsseminar Modul 1: GWG/FIDLEG/FINIG Verband Schweizerischer Vermögensverwalter | VSV | Details |
| 05.12.2023 | Formation continue Module 2: LBA/LSFin/LEFin – connaissances professionnelles et techniquesAssociation Suisse des Gestionnaires de fortune | ASG | Details |
| 06.12.2023 | Seminario di Formazione continua Modulo 2: LRD, LSerFi e LisFi – Conoscenze professionali e technicheAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
| 07.12.2023 | Weiterbildungsseminar Modul 2: GWG/FIDLEG/FINIG – Fachliche und technische KenntnisseVerband Schweizerischer Vermögensverwalter | VSV | Details |
| 13.12.2023 | Blockchain, Big Data e Digital Banking nel Wealth ManagementFondazione Centro Studi Villa Negroni | 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 |
| 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 |
| 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 |
| Réglementation et gouvernance des activités transfrontières – cross-borderCofaktory | Details |
| Asset- & Liability-ManagementCenter for Financial Services Innovation (FSI-HSG) | Universität St.Gallen | Details |
| Beneficial ownership and CDB formsVisionCompliance SA | Details |
| Data protectionVisionCompliance SA | Details |
| Die FIDLEG-VerhaltensregelnVisionCompliance SA | Details |
| International sanctions and embargoes IIVisionCompliance SA | Details |
| La protection des données IVisionCompliance SA | Details |
| L'ayant droit économique et les formulaires CDBVisionCompliance SA | Details |
| Sanctions internationales (Niveau 2)VisionCompliance SA | Details |
