Overview
Understanding the digital transformation in the financial industry, taking a critical look at it and putting the individual developments into context is a major challenge. There is a lack of systematic guidance on how to classify digitalization developments, but also how to make practical use of them.
In order to close this gap, AZEK developed its new course Digitalization in the financial industry. The program qualifies participants to explain fintech and make it tangible, as well as to evaluate and classify developments, point out correlations and draw conclusions.
The course is practice oriented. After successful completion, participants are able to discuss digitalization in a well-founded manner and offer their clients risk-adequate investment solutions that meet their needs. Furthermore, they understand their role and development opportunities in the context of the digital transformation.
Factsheet
Subscription German | French (Registration deadline 10 days before course start)
Schedule program and exam: autumn ’23 | spring ’24 | autumn ’24
TARGET AUDIENCE
The course is aimed at professionals and practitioners in the financial sector with and without client contact (client advisors, financial analysts, wealth managers, asset and portfolio managers, financial planners, product specialists, financial analysts, etc.).
Videos
Format
Six live online seminars, each lasting 2 hours. The online seminars are recorded and then posted on the AZEK learning platform with the associated presentations, including references and further reading.
German or French can be chosen as the seminar language.
Admission
There are no admission requirements.
Certification / Recognation
- The certificate Digitalization is awarded after having completed the course and successfully passed the examination.
- Accredited for SAQ re-certification
Testimonials
Technological progress and digitalisation are a fact and will change our everyday lives, sometimes disruptively. With the knowledge I gained from the Fintech course, I can better assess the impact of innovative technologies on the banking industry. At the same time, I realised that non-banks such as BigTechs have a great influence on our consumer behaviour. Immersing myself in the fascinating worlds of blockchain technology and cryptocurrencies has also broadened my perspective. I can use the expertise I gained in the course in client meetings and thereby create additional value for my clients.
Fintech is the future, so I wanted to deepen my knowledge in this area. The learning material is comprehensive and of high quality, with good examples, suggestions and ideas for practice. The lecturer brings extensive expertise in his field, which he transmits in a targeted-oriented way, and gets to the point.
The topic is constantly gaining importance and is becoming noticeable in our daily work as client advisors. That is why I decided to take further training in this area. The knowledge gained can be well applied in my daily work.