26.09.2023 | Corporate Sustainability Due Diligence Directive: what to expectCFA Society Switzerland | Details |
27.09.2023 | Rischi operativi nell'attività di gestione patrimoniale e per i trusteeFondazione Centro Studi Villa Negroni | Details |
28.09.2023 | Portfolio management e criptovaluteFondazione Centro Studi Villa Negroni | Details |
29.09.2023 | Risk management for independent asset managersSafe Hands GmbH | Details |
03.10.2023 | LSFin, ESG et droit privéAZEK AG | Details |
03.10.2023 | Rendez-vous de la professionAssociation Suisse des Gestionnaires de fortune | ASG | Details |
04.10.2023 | ESG ratingsAZEK AG | 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 |
05.10.2023 | La stabile organizzazioneFondazione Centro Studi Villa Negroni | Details |
11.10.2023 | Contrôles AML à l’onboarding : les bonnes pratiquesACADEMY & FINANCE SA | Details |
12.10.2023 | Incontri della professioneAssociazione Svizzera di Gestori patrimoniali | ASG | Details |
12.10.2023 | Journée 2023 de droit bancaire et financierCentre de droit bancaire et financier | Details |
12.10.2023 | Risk Management and Investment Performance in Asset ManagementFondazione Centro Studi Villa Negroni | Details |
19.10.2023 | Comprendre et interpréter les valorisations d'entreprisesSafe Hands GmbH | Details |
19.10.2023 | Comprendre et interpréter les valorisations d'entreprisesSafe Hands GmbH | 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 |
26.10.2023 | Il titolare effettivo a livello internazionaleFondazione Centro Studi Villa Negroni | Details |
26.10.2023 | Il titolare effettivo a livello internazionaleFondazione Centro Studi Villa Negroni | Details |
30.10.2023 | Generations Conference 2023 - Growing Wealth in Dynamic MarketsCFA Society Switzerland | Details |
30.10.2023 | Sustainable Finance for Wealth ManagersCenter for Sustainable Finance and Private Wealth, University of Zurich | Details |
01.11.2023 | Artificial Intelligence in FinanceAZEK AG | 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 |
03.11.2023 | Gestion du risque pour gérants de fortuneSafe Hands GmbH | Details |
07.11.2023 | FIDLEG, ESG und PrivatrechtAZEK AG | 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 |
09.11.2023 | Trust: aspetti fiscali internazionali, svizzeri e italianiFondazione Centro Studi Villa Negroni | Details |
10.11.2023 | Risk management for independent asset managersSafe Hands GmbH | Details |
13.11.2023 | Investment ControllingUniversität Zürich | Details |
14.11.2023 | Continuing training seminar - AML, FinSA, FinIAVerband Schweizerischer Vermögensverwalter | VSV | Details |
14.11.2023 | Fiscalità finanziaria internazionaleFondazione Centro Studi Villa Negroni | Details |
15.11.2023 | Contrôles de suitability et suivi des portefeuilles : comment préparer l'audit LSFinACADEMY & FINANCE SA | Details |
16.11.2023 | Compliance-Jahrestagung für Vermögensverwalter und Verwalter von Kollektivvermögen 2023Integritas Compliance AG | Details |
20.11.2023 | L'intervento del giudice nelle vicende del trustFondazione Centro Studi Villa Negroni | Details |
21.11.2023 | Contrôles AML durant la relation d’affaires : organisation, procédures, pratiquesACADEMY & FINANCE SA | 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 | Passaggio generazionale delle imprese di matrice familiare e trustFondazione Centro Studi Villa Negroni | Details |
30.11.2023 | Weiterbildungsseminar Modul 1: GWG/FIDLEG/FINIG Verband Schweizerischer Vermögensverwalter | VSV | Details |
01.12.2023 | Respect des obligations LSFin : classification, suitability des produits, conseil en placement, ESGACADEMY & FINANCE SA | Details |
04.12.2023 | Scambio automatico di informazioni e FATCAFondazione Centro Studi Villa Negroni | 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 |
14.12.2023 | Risk Management nei mandati di gestione e nella gestione colletiva di capitaleFondazione Centro Studi Villa Negroni | Details |
14.12.2023 | Trust e strutture affini, aspetti di fiscalità internazionaleFondazione Centro Studi Villa Negroni | Details |
19.01.2024 | Risk Management PracticesUniversität Zürich | Details |
08.02.2024 | Risk Governance e gestione dei rischi operativi nelle società di gestione Fondazione Centro Studi Villa Negroni | Details |
22.02.2024 | Gestione dei rischi climatici e ambientali in ambito bancario e nella gestione patrimonialeFondazione Centro Studi Villa Negroni | Details |
08.03.2024 | Introduction to Decentralized Finance (DeFi) - A Practical Guide to DeFi for BeginnersCenter for Financial Services Innovation (FSI-HSG) | Universität St.Gallen | Details |
21.03.2024 | Audit nel risk management nel settore bancario e nelle società di gestioneFondazione Centro Studi Villa Negroni | Details |
26.11.2024 | St. Galler Family (Business) Governance Seminar für Service ProviderSchweizerisches Institut für KMU und Unternehmertum (KMU-HSG) | 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 |
| Structured Products BasicUniversität Zürich | 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 |
| 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 |
| Derivative Master Class SIX | Details |
| Derivatives Fundamentals ClassSIX | Details |
| Internationale Sanktionen & Embargos 2VisionCompliance SA | Details |
| Asset- & Liability-ManagementCenter for Financial Services Innovation (FSI-HSG) | Universität St.Gallen | 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 |
| ESG Analyse und DatenFintelligence AG | Details |
| ESG – Einführung und HintergrundFintelligence AG | Details |
| ESG im FinanzierungsgeschäftFintelligence AG | Details |
| ESG InvestmentsFintelligence AG | Details |
| ESG Regulierung und RichtlinienFintelligence AG | Details |
| ESG-Stewardship und EngagementFintelligence AG | Details |