Objectives: The foundation course in Banking & Finance provides practical knowledge for banking, the business of investment and lending for newcomers to the world of banking.

Target Group: This course is perfect for those new to the field of banking or for those wishing for a career change, with a desire to gain a comprehensive understanding of key issues in banking within a short period of time.

Teachers
Reto Casserini
Serge Nussbaumer

Actual Course
  • March 2012
    12.03.2012 - 20.03.2012
    08:30 - 17:00
  • register now ...

  • Location
    fineo Ltd
    Sonnenbergstrasse 36
    8032 Zurich
    directions

    Fees
    The price of this 4 day course is CHF 2800 and covers tuition, course material and lunches during the program.

    Certificate
    fineo Ltd awards a certificate to those who complete the course and successfully pass the exam. The examination fee is CHF 300.

    Please do not hesitate to get in touch for further information. Please use our enrolment form to register for this course.

    Course Structure
    • Day 1
      Financial Centre and Institutions
    • Swiss Banking Industry
    • Deposit Business, Due Diligence and Money-Laundering
    • Payment Transactions

    • Day 2
      Securities and Portfolio Management
    • Fixed Income
    • Equities
    • Principles of Portfolio Management

    • Day 3
      Portfolio Management and Derivatives
    • Applications of Portfolio Management
    • Options and Futures
    • Alternative Investments and Structured Products

    • Day 4
      Exchanges and Lending Business
    • Exchanges
    • Introduction to the Lending Business
    • Private and Commercial Loans

    A more detailed description of this particular course can be found in our brochure:


    We also offer a similar course in German:
    fineo AG ist nach eduQua zertifizierte Aussbildungsinstitution
    Swiss Derivative Institute
    Found. Course Banking & Finance
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