Training of employees in various areas of finance, such as portfolio management, behavioral finance and mortgage lending.
Training and coaching of employees in the relational and commercial skills required for client advice.
Experts for the oral exams "Certified Wealth Management Advisor" accredited by the SAQ (Swiss Association for Quality).
Adult educator, teaching in economics and political science.
Teaching in Financial Risk Management (MSc course).
Senior Learning Consultant : CWMA, Certified Wealth Management Advisor ; Development of the question bank and implementation of the Certification.
Responsible for the development of continuing education related to LSFin and LEFI : Implementation of a training and certification platform ; Development and
implementation of regional courses, conferences and congresses ; Testing and introduction of the LMS, development of a course.
Development of head Member Education : Project management, coordination, development, deployment and conduct of courses, budget and billing management, course
management and administration ; Testing and introduction of CRM systems ; Team management : development and implementation of several courses.
Learning Consultant : Development and management of training and certification programs for Thomson Reuters software on financial markets and instrument and risk
management (Kondor+, Eikon, 3000Xtra, Reuters Knowledge, Metastock) ; Course Manager : development and implementation of several courses and certifications.