Education in Finance

Basic Financial Training

CWMA Written Exam Preparation Course


 

Foreign Exchange – Basics 1/2 Day German / English/ French Dates on request
Portfolio Management – Basics 1/2 Day German / English / French Dates orequest
Derivatives & Derivatives Trading 1/2 Day German / English / French Dates on request
Structured Products 1/2 Day German / English / French Dates on request
Behavioral Finance 1/2 Day German / English / French Dates on request
Lombard Loans – Basics 1/2 Day German / English / French Dates on request
Mortgages – Switzerland 1/2 Day German / English / French Dates on request
Wealth Planning – Switzerland (Pension/Taxes/Inheritance) 1/2 Day German / English / French Dates on request
Wealth Planning International (Insurance Wrappers) 1/2 Day German / English / French Dates on request

  • Upon request, courses can also be held at a date or location of your choice.