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Kursagendaverzeichnis

01.10.2022 Angewandte MakroökonomieUniversität Zürich Details
03.10.2022 Understanding and interpreting equity valuationsSafe Hands GmbH Details
04.10.2022 Persone qualificate incaricate della gestione: Requisiti autorizzativi nella praticaFondazione Centro Studi Villa Negroni Details
04.10.2022 Webinaire ASG et FBT AVOCATS SA – 4 octobre 2022 Transfert de clientèle et Rémunérations Association Suisse des Gestionnaires de fortune | ASG Details
05.10.2022 La residenza fiscale in ambito internazionaleFondazione Centro Studi Villa Negroni Details
05.10.2022 Opportunities of Independent Financial Research for Swiss Asset and Wealth Managers: Screening on Fundamental Risk and ReturnVerband Schweizerischer Vermögensverwalter | VSV Details
05.10.2022 The Fintech RevolutionAZEK AG Details
06.10.2022 Corso di formazione continua ASGAssociazione Svizzera di Gestori patrimoniali | ASG Details
06.10.2022 Grundseminar GwG und VerhaltensregelnVerband Schweizerischer Vermögensverwalter | VSV Details
07.10.2022 Formation continue LSFinARIF Details
11.10.2022 Better benefits in Switzerland: From the Global Pension Index to a local call for action, A Local View on the Mercer CFA Institute Global Pension Index 2022CFA Society Switzerland Details
11.10.2022 Vérification de l'adéquation et du caractère approprié des services financiersACADEMY & FINANCE SA Details
12.10.2022 La stabile organizzazioneFondazione Centro Studi Villa Negroni Details
20.10.2022 Sustainable InvestingUniversität Zürich Details
24.10.2022 Il titolare effettivo a livello internazionaleFondazione Centro Studi Villa Negroni Details
24.10.2022 Machine-learning based investment strategies: Are they successful in practice?CFA Society Switzerland Details
26.10.2022 IFRS 17 – Insurance financial analysis revolutionAZEK AG Details
28.10.2022 Risikomanagement für unabhängige VermögensverwalterSafe Hands GmbH Details
03.11.2022 Formation continue LBA/LSFin/LEFin Module 1Association Suisse des Gestionnaires de fortune | ASG Details
03.11.2022 Formation continue LBA/LSFin/LEFin Module 2Association Suisse des Gestionnaires de fortune | ASG Details
03.11.2022 Journée 2022 de droit bancaire et financierCentre de droit bancaire et financier Details
04.11.2022 Data protection and financial servicesACADEMY & FINANCE SA Details
07.11.2022 Gestion du risque pour gérants de fortuneSafe Hands GmbH Details
09.11.2022 Politique d'investissement suitable et revue du portefeuille dans le tempsACADEMY & FINANCE SA Details
10.11.2022 Weiterbildungsseminar GWG/FIDLEG/FINIG Modul 1Verband Schweizerischer Vermögensverwalter | VSV Details
10.11.2022 Weiterbildungsseminar GWG/FIDLEG/FINIG Modul 2Verband Schweizerischer Vermögensverwalter | VSV Details
14.11.2022 Fiscalità finanziaria internazionaleFondazione Centro Studi Villa Negroni Details
14.11.2022 Gestion du risque pour gérants de fortuneSafe Hands GmbH Details
14.11.2022 Trust: schema generaleFondazione Centro Studi Villa Negroni Details
15.11.2022 Compliance UpdateEquilas AG Details
17.11.2022 Compliance-Jahrestagung für Vermögensverwalter und Verwalter von Kollektivvermögen 2022Integritas Compliance AG Details
17.11.2022 Formation continue LSFinARIF Details
18.11.2022 VSV-Jahreskongress / Congresso annuale ASG / Congrès annuel ASGVerband Schweizerischer Vermögensverwalter | VSV Details
21.11.2022 Risk management for independent asset managersSafe Hands GmbH Details
22.11.2022 Qualité des procédures LSFin : quelles mesures appropriées instaurer ? Quelles erreurs faut-il éviter ?ACADEMY & FINANCE SA Details
24.11.2022 Corso di formazione continua/Seminario per i revisoriAssociazione Svizzera di Gestori patrimoniali | ASG Details
24.11.2022 GwG-Sorgfaltspflichten und FIDLEG-Verhaltensregeln für VermögensverwalterEquilas AG Details
28.11.2022 Scambio automatico di informazioni e FATCAFondazione Centro Studi Villa Negroni Details
30.11.2022 Traitement des ordres et Best Exécution : les pratiques conformes et les contrôles à exercerACADEMY & FINANCE SA Details
30.11.2022 Trust: le leggi regolatriciFondazione Centro Studi Villa Negroni Details
01.12.2022 Formation continue LBA/LSFin/LEFin Module 1Association Suisse des Gestionnaires de fortune | ASG Details
01.12.2022 Formation continue LBA/LSFin/LEFin Module 2Association Suisse des Gestionnaires de fortune | ASG Details
02.12.2022 Corso di formazione continua ASGAssociazione Svizzera di Gestori patrimoniali | ASG Details
02.12.2022 FINSA continuous trainingARIF Details
05.12.2022 Registri dei titolari effettivi Fondazione Centro Studi Villa Negroni Details
06.12.2022 Trust e strutture affini, aspetti di fiscalità internazionaleFondazione Centro Studi Villa Negroni Details
06.12.2022 Weiterbildungsseminar GWG/FIDLEG/FINIG Modul 1Verband Schweizerischer Vermögensverwalter | VSV Details
06.12.2022 Weiterbildungsseminar GWG/FIDLEG/FINIG Modul 2Verband 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
19.01.2023 Seminario per i revisoriAssociazione Svizzera di Gestori patrimoniali | ASG Details
02.02.2023 Risk governance e gestione dei rischi operativi nelle società di gestioneFondazione 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
26.04.2023 Sustainable InvestingUniversität 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
Derivative Master Class SIX 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