An apprenticeship is worth a lot. It not only derives connections, but also creates trust between certainty and the customers. It makes you fit and also strengthens the competitiveness of the Swiss fund center.
from Andreas Wäschle, Managing Director Fund Academy
to die fund academy has been offering exactly the kind of courses in Zurich and Geneva for more than 20 years that lead to professional development – with expert lecturers with practical experience and an expanded portfolio of further education 2022.
The ongoing changes in the regulation of collective investment schemes and the resulting increasing complexity of financial market law are unsettling many employees in the financial sector. Without expert guidance, it is difficult to defend oneself through the thicket of laws, regulations and self-regulation and to understand the sub-areas relevant to the respective area of application.
Some topics, such as sustainability at the moment, have a strong influence on almost all areas of the value chain of collective investment schemes and shape the current discussion. A special ESG course from the Fund Academy and dedicated modules in the existing courses help to develop the necessary know-how.
In the jungle of fund products
Different types of funds that the financial industry has to deal with on a daily basis, often causing some confusion. Behind the terms are clearly regulated and understandable facts, but also a lot of marketing and categorization. No wonder that misunderstandings can often arise with the complex terminology.
Better knowledge of certainty and thus also communication create this from the world, which customers appreciate particularly more. The systematic approach that the Fund Academy also follows when it comes to the terminology of collective investment schemes is the best way to ensure that all tasks speak of the same thing and ultimately benefit from it.
Another look into the future
For a long time, the fund business seemed stable, at least as far as organization, processing and sales were concerned. But now a change is in the offing – driven by technological progress. Buzzwords such as digitization or tokenization dominate the dialogue with customers. But what is the status of these developments in practice, i.e. in terms of applicable solutions?
What can be digitized at all in collective investment schemes? And how will buying and selling fund shares change? Here, too, the Fund Academy is on hand with the appropriate training modules.
Valuable puzzle pieces
Beyond the triangular relationship of investor – fund management company – custodian bank, new ways of distributing tasks and international aspects are playing an increasingly important role in the management of funds. Fund Academy courses, which map all parts of this puzzle, help to understand the opportunities and risks and to draw the right conclusions in everyday life for the benefit of providers and investors.
Training, benefits, conclusion
With three training levels, the Fund Academy courses take into account the previous knowledge of the participants. Anyone who attends all three courses builds up their knowledge quickly and systematically. A good understanding of funds can already be achieved with “Know the FUNDamentals Basic” in a one and a half day training course.
With the “Know the FUNDamentals Advanced” you dive deeper into the subject over three days. Finally, the «Swiss Fund Officer» is the «professional training» with eleven course days.
In order to give as many people as possible from the industry access to this profound knowledge, the Fund Academy offers all courses in Zurich in German, in Geneva in French and now also online and in Luxembourg in English:
Know the BASICS (KtF)
KtF Basic/Advanced, webinar in German: from February 3, 2022
KtF Basic/Advanced in Geneva in French: from March 9, 2022
KtF Basic/Advanced Webinar in English: from May 16, 2022
KtF Basic/Advanced in Luxembourg in English: from June 13, 2022
Swiss Fund Officer (SFO)
SFO D38 in Zurich in English: from March 17, 2022
SFO F15 in Geneva in French: from September 22, 2022
Responsible for Zurich
Responsible for Geneva