Federal diploma for expert in finance and investments/CIWM

Diploma designations
You can graduate with two diplomas by studying only one course:
  • Federal diploma for expert in finance and investments
  • Certified International Wealth Manager CIWM
 
Teaching venues
Zurich, Geneva, Lugano (Studi di Bancari)
 
Study objective
Graduates with these two diplomas are eligible for key positions in customer advisory services (private banking).
 
Duration of course
2 semesters (if necessary with 2 induction courses lasting 1 month or 2 weeks)
 
Start of course
Induction course in accounting: December
Induction course in mathematics: January
Main course: February
 
Closing date for registration
30 November
 
Instruction days
Monday and Wednesday afternoons (usually)
 
Time of classes
13.30 until approx. 18.30 hours (varies)
 
Study plan and contents
Induction courses
  • Accounting (December)
  • Mathematics (January)

First semester (February until June)
  • Analysis and valuation of shares, financial accounting and financial analysis, corporate finance
  • Analysis and valuation of fixed-interest securities, macroeconomics
  • Analysis and valuation of derivatives, portfolio management

Foundation examination (September)

Second semester (September until January)
  • Wealth Management
  • Relationship Management/Behavioural Finance
  • Analysis and valuation of real estate
  • Ethics, law and tax

Final examination (March)
 
Method of study
The course is taught through lectures. The materials are handed out at the lecture at the beginning of each module.
 
Special points
The first semester is identical with the semester for the Federal diploma for financial analyst and portfolio manager/CIIA. So until the foundation examination it is possible to change from one course to the other.
 
Requirements for admission to the examination
In order to be admitted to the examination candidates must satisfy the following requirements:
  • "KV-Lehrabschluss" (Swiss qualification in trade and commerce, commercial certificate) or "Maturität" (Swiss certificate of completion of secondary education qualifying for university entrance, A-Levels) and 3 years of vocational experience; or
  • university degree or a degree from a university of applied science and 1 year of vocational experience.
 
Regulations, guidance
Examination regulations in German and in French
Examination guidance in German and in French
 
Examinations
The foundation examination is held at the end of the first semester and the final examination at the end of the second semester.
 
Examination dates
March and September
 
Fees for courses and examinations
Induction courses:
  • Accounting: CHF 480
  • Mathematics: CHF 1,090
Main course: CHF 10,900 (including instruction materials)

Examinations: CHF 3,200 (foundation examination and final examination each cost CHF 1,600)
 
Information, counselling
Further information can be obtained from Ms Lea Najm, T +41 44 872 35 35, email
 
Information event
Yes, in German and in French
 
Brochure
Download in German and in French
 
Application form
Here in German and in French

Links

SFAA - Swiss Financial Analysts Association

ISFA - Information System For Analysts