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 and Geneva

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^th November

Instruction days
Monday and Wednesday afternoons (usually)

Time of classes
13.30 until 18.30

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. Course material All participants will receive a Tablet PC with the following data: Courseware (written mostly in English), Handouts, Exercises, E-Tools 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 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 11,200 (including instruction materials) Examinations: CHF 3,300 (foundation examination and final examination each cost CHF 1,650)

Information, counselling
Further information can be obtained under: 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

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