Professional Education Courses
(Accredited for Continuing Education Credits by SAQ CWMA and VSV)
CFA Society Switzerland provides world class courses for client advisors in Switzerland. Our video courses offer quality and simplicity with practical and easy-to-use content accessible anytime and anywhere. Client advisors can keep up to date with a continuously changing financial industry using our courses which qualify for SAQ's CWMA recertification credits and VSV continuing education. Our engaging content allows Client Advisors to maintain and secure their professional expertise and boost their clients' confidence in them as advisory specialist.
Procedure about selecting/purchasing and viewing courses: In order to access this course for purchase, CFA Society Switzerland members and guests must set up and login with a CFA Institute Id#. After purchase you will receive a confirmation email with a direct link to the content.
Entire Seminar list:
Advisory and Sales
Emotional Intelligence by Christiane St. Amor - Advisory and Sales (Client Meeting)
Asset Classes
Equity Valuation Models by Ed Yardeni - Asset Classes (Equities)
Drivers of Equity Valuation by Jim O' Shaughnessy - Asset Classes (Debt Instruments)
The Credit and Private Debt Landscape by Dr. Christoph Gort - Asset Classes (Debt Instruments)
Behavioral Finance
Behavioral Finance: The Second Generation by Meir Statman - Behavioural Finance (Client Advice)
Financial Markets
Four Myths of Popular Delusions in the Investment Industry by Michael Mauboussin - Financial Markets
Investment Solutions
ESG Investing Primer, An Introduction to ESG Investing by Sheila Ohlund - Investment Solutions (ESG)
Cryptocurrencies and Digital Assets Valuation Models
Portfolio Management
Short and Long Term Risk and Measurement by Jon Danielsson and Thinking in Bets by Annie Duke
Wealth Management
Global Private Wealth Management by Philip Marcovici - Wealth Management Advisory