Catalog - Financial Services and Wealth Management Industry Overview

Skip to main content

Get started

CHF 250.00 (excl. 8.1% VAT)
Cancellation free of charge up to 7 days before start.

Events

Date Event Time
Sun, 20/12/2026 Self-study access 09:00 - 18:00
Wed, 20/01/2027 End of self-study access 09:00 - 18:00
2026
Sun
20
Dec
 
Self-study access
09:00 - 18:00
2027
Wed
20
Jan
 
End of self-study access
09:00 - 18:00
FSW_20122026 · Self-study

Financial Services and Wealth Management Industry Overview

Self-study AnyoneFinancial Services and Wealth Management Industry IntroductionIntroductory courses

Facts

Execution period
Sun 20 December 2026 – Wed 20 January 2027
Events
2 events
Location
Online
Main language
English
Expenditure of work
8 hours of self-study
Participants
Max. 30

Understand the background and theory of key concepts concerning investments. This course gives an overview of the Financial Services, concepts and characteristics of different assets classes and funds, process of Portfolio Management, Portfolio Construction Theory, and Analytics, Performance and Risk.

  • Get an overview of financial services
  • Be able to describe the concepts and characteristics of different assets classes and funds
  • Understand the process of portfolio management  
  • Describe portfolio construction theory
  • Know analytics, performance and risk

Anyone wanting a business overview and introduction to Financial services and Wealth management including clients, implementation teams, business managers, Avaloq development teams, key account managers, pre-sales.

Go to top
Uploading data...