Banking and Insurance

“We must do what we do best – especially because resources like capital, personnel and time are tight by nature”

Tidjane Thiam, CEO Credit Suisse

Important changes in private banking and wealth management demand further education and training
Demographically a massive change of generations happens already. Studies and statistics speak about inherited sums of CHF 900 bn
Foundations, NPO, NGO and associations demand further professionalism in wealth management
Supervisory authorities count on Good Governance
Today’s consultants in the finance and insurance business must have basic knowledge about foundations and associations
Today’s consultants in the finance and insurance business must have sufficient knowledge about the significance, the value and the possibilities of founding foundations and their function in business succession

Our courses:

Basic 1

Modularly designed introductory course into the field of foundations, NGO, NPO and associations

The participant gets a fundamental knowledge about foundations, the structures and objectives, and he will know the reasons for what makes sense to concentrate on: a foundation or rather an association.

Duration: 1 day

several possible dates for 2017

Yes, I'm Interested

Basic 2

Modularly designed advanced course based on level 1

The participant will know how to found an association or a foundation and how to formulate the purpose, the statutes/bylaws and internal regulations.

Duration: 1 day

several possible dates for 2017

Yes, I'm Interested