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

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