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

Developing Your Personal Brand and Network by Andy Lopata and Curt Mercadante - Advisory and Sales (Prospecting)

Emotional Intelligence by Christiane St. Amor - Advisory and Sales (Client Meeting)

Financial Crises & Stress Management by Daniel Crosby and Donald Altman - Advisory and Sales (Holistic Advice)

How to Build Better Client Relationships Using Behavioural Science - A Practical Toolkit by Crawford Hollingworth

The Behavioural Economics Approach to Winning New Clients (and Keeping the Ones You Have) by Warren Comier

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 & It’s Application by Meir Statman and Clare Levy - Behavioural Finance (Client Advice)

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

The Wisdom of Finance: Discovering Humanity in the World of Risk & Return by Mihir Desai - Financial Markets

Dynamic Currency Management: Yes Alpha, No Beta by Thomas Clarke - Financial Markets (Foreign Exchange)

Investment Solutions

The Development of Digital Assets and Their Implications for Portfolio Construction by John Dwyer - Investment Solutions (Alternative Investments)

Incorporating Alternative Data Into the Investment Process by Paula Campbell Roberts - Investment Solutions (Alternative Investments)

ESG Investing Primer, An Introduction to ESG Investing by Sheila Ohlund - Investment Solutions (ESG)

Cryptocurrencies and Digital Assets Valuation Models

Portfolio Management

Is Winter Coming Again? Low Expected Returns Everywhere - What Can You Do? by Dr. Antti Ilmanen and Jan Ulrich Salchow - Portfolio Management (Risk and Return)

Short and Long Term Risk and Measurement by Jon Danielsson and Thinking in Bets by Annie Duke

Investment Wisdom from the Masters: Risks and Relative Values in Diversified Global Portfolios by Robert J. Shiller, Gillian Tett and Jeremy J. Siegel  - Portfolio Management (Market Efficiencies and Investment Process)

Wealth Management 

Global Private Wealth Management by Philip Marcovici - Wealth Management Advisory