ONLINE COURSES

Save time and get up to speed on investment topics in a cost-effective way: online courses are designed to condense hundreds of hours of research and analysis into an efficient package.

SUSTAINABLE AND RESPONSIBLE INVESTMENTS

Sustainability with regards to investments is a trendy topic, but many different approaches exist (ESG integration, screening, impact investing, and more). Greenwashing is also a real risk, for both clients and investment advisers. Course details

BLOCKCHAINS AND CRYPTOCURRENCIES

From the structure and functionality of blockchains to the tokens that are traded as cryptocurrencies. Learn about the operational challenges, market, regualtory and IT risks connected with trading cryptocurrencies. Course details

INVESTMENT PSYCHOLOGY

The psychological mechanisms underlying decision-making. How they affect our estimates of risk and return as well as our ultimate decisions about the investment opportunities to pursue. Course details

swiss financial services act

A refresher course for client/investment advisers who have to comply with Swiss financial regulations (FinSA and more). Course details

MARKET CONDUCT

When trading securities, many rules apply, conceived to ensure so-called market integrity. Review applicable insider trading and market manipulation regulations  in Switzerland, Europe and the largest international markets.  Practical and real cases are also discussed. Course details

PSYCHOLOGY FOR COMPLIANCE AND RISK MANAGEMENT

Compliance and risk management are not only about laws, regulations and risk models. Psychology is a key factor for risk analysis, ethical decision-making and management. Course details