Know the FUNDamentals - en

The Swiss / International Fund & Asset Management Officer Concept is a Training Program for Fund and Asset Management Industry Professionals. With the great number of participating leading business experts the training program provides intense exchange of knowledge and experience and brings together investment fund professionals and industry practitioners on four different learning levels.

Know the FUNDamentals as basic training forms the first level of the program.

Subjects: Law / compliance, product & operations management

Advice

By phone +41 44 211 00 13
By mail sandra.weisstanner@fund-academy.com

Schedule and enrollment

Dates on request

Training Contents / Modules

Thematic focus lies on the Swiss funds business (jurisdiction: Swiss fund law). In regards to contents and structure, the training is geared to market and product practice Switzerland.

Contents in keywords:
Fund market Switzerland, objectives and benefits of funds, fund law and regulations, fund structures and categories (also funds for specific client segments), key figures, costs, overview and forms of collective investment schemes.

Target Group / Requirements

Suitable for product and operations management, client and investment advising, fund marketing, distribution, administration, custody, assistants in the area of the investment funds business or career changers (banks, fund management companies, insurance companies, asset management, foreign fund representatives etc.)

Basic knowledge in banking and finance is helpful.

Objective of the Training

Basic knowledge of fund business will be passed on in an understandable, comprehensible language.
Participants make themselves familiar with the variety of technical terms and definitions and get to know the fundamental context of the fund business. The following questions will also be answered: How can a recommended, promising investment vehicle be analysed? What are the related risks? Is the promised performance reliable?

Special attention to expression (explain something in own words) and ability to draw facts in a simple way.

Training Structure / Test

2 days and a final written test.

Teaching Material

  • „Fonds und andere Kolletivanlagen“ (Verlag Finanz und Wirtschaft, Zürich, in German only) Order
  • SFAMA news / statistics / guidelines, fund contracts / prospectus, funds fact sheets, KIID, financial press / articles

Follow-up Training

Fund Compliance & Operations Management FA (realisation Fund Academy)

Organiser

Fund Academy AG, Zürich

Lead and Organisation / Class Teacher / Group Coach / Tutors

Lead and Organisation / Class Teacher / Group Coach / Tutor:

Sandra Weisstanner-Greutmann

Mitglied der Geschäftsleitung Fund Academy AG / Geschäftsführerin Weisstanner Consulting GmbH

Sandra Weisstanner-Greutmann

Ausbildung: Eidg. Dipl. Finanz- und Anlageexpertin, Master in Applied Ethics, Dipl. Swiss Fund Officer FA/IAF, Cambridge Certificate of Proficiency in English / Business English Certificate Higher

Berufliche Stationen chronologisch: Allroundpraktikum Schweiz. Bankgesellschaft, Credit Suisse Fides Trust AG in der Vermögensverwaltung, Kundenfront bei der Schweiz. Kreditanstalt, Market & Product Management bei Credit Suisse Private Banking, UBS AG als Teamleiterin / Product Manager für Anlage- und Vermögensverwaltungsprodukte

Costs

On request

Certificate / Diploma

Cert. Know the FUNDamentals FA
Precondition: attend all modules and successfully pass the test