Swiss Private Banking and Wealth Management, Certificate

  • Application Deadline
  • 14 days
    Duration
  • English (book IELTS)
    Language
,
Swiss banks manage private wealth from all over the world, mainly as a result of favorable environmental factors like economic and political stability and strict privacy laws. This, together with traditional values like trustworthiness and discretion has made Switzerland one of the world’s leading wealth management centers, alongside the US and the UK. With a market share of 27%, Switzerland is the biggest manager of off-shore private assets.

About

Swiss banks manage private wealth from all over the world, mainly as a result of favorable environmental factors like economic and political stability and strict privacy laws. This, together with traditional values like trustworthiness and discretion has made Switzerland one of the world’s leading wealth management centers, alongside the US and the UK. With a market share of 27%, Switzerland is the biggest manager of off-shore private assets.

With the tremendous economic growth in the emerging markets and steady growth in mature markets, the number of wealthy private individuals, often entrepreneurs, will rise over the next few decades. They need wealth managers to provide products and services that can protect, increase, and manage their wealth. To be effective, wealth managers must understand their clients’ needs. They must have specific skills and know-how in every aspect of investing and financial planning. Graduates of the SML Summer Academy program in Swiss Private Banking and Wealth Management acquire the ability to successfully operate in this business field.

Program Benefits

As a participant in this program, you will be able to:

  • Gain insight into the success factors of the Swiss private banking and wealth management industry
  • Learn to advise international private banking clients
  • Get to know different private banking client segments and their needs
  • Combine different financial instruments to serve private banking clients
  • Gain insight into the latest research and developments in the field of private banking and wealth management
  • Learn from Swiss private banking and wealth management experts
  • Get a first-hand look at the financial heart of Switzerland

Detailed Programme Facts

  • More details: Monday, 30 June to Friday, 11 July
  • Programme intensity Full-time
    • Full-time duration 14 days
  • Credits
    6 ECTS Participants in the third week will have the opportunity to receive an additional 1.5 ECTS credits (a total of 7.5 ECTS). alternative credits

    After successful completion of the program, you will receive 6 ECTS credits and a certificate of attendance from the ZHAW School of Management and Law.

  • Languages
    • English
  • Delivery mode
    On Campus

Programme Structure

  • Introduction to the Swiss private banking and wealth management industry
  • Understanding your private banking client
  • Professional advisory for private banking clients
  • Portfolio management for private banking clients
  • Financial planning
  • Derivatives & structured products
  • Alternative investments
  • Organization, infrastructure and risk-management
Co-Curricular Activities / Learning Environment

Formal learning is supported by co-curricular activities, such as field trips to visit companies in the Swiss banking sector, such as these (or similar) companies:

  • Bank Julius Bär
  • UBS
  • Swiss National Bank (SNB)

English Language Requirements

This programme requires students to demonstrate proficiency in English.

Book IELTS

Academic Requirements

Ideal candidates for the Summer Academy program are college juniors and seniors with a good knowledge of English (minimum CEFR B2 level, TOEFL Internet based 61– 89, or IELTS 5.0 – 6.0) and a solid academic performance track.

Tuition Fee

  • International Applies to you

    1928 EUR/module
    Tuition Fee
    Based on the original amount of 1928 EUR per module and a duration of 14 days.
We've labeled the tuition fee that applies to you because we think you are from and prefer over other currencies.

The program for the first two weeks costs CHF 2,350 including all academic and co-curricular elements, i.e. all course-related and co-curricular materials, trips, and activities. There is a CHF 350 non-refundable deposit, which will be credited towards the program fee.

Living costs for Zürich

1144 - 1270 CHF/month
Living Costs

The living costs include the total expenses per month, covering accommodation, public transportation, utilities (electricity, internet), books and groceries.

Funding

StudyPortals Tip: Students can search online for independent or external scholarships that can help fund their studies. Check the scholarships to see whether you are eligible to apply. Many scholarships are either merit-based or needs-based.

The Global Study Awards: get funded with up to £10,000 to study abroad

Together with the ISIC Association and British Council IELTS, StudyPortals offers you the chance to receive up to £10000 to expand your horizon and study abroad. We want to ultimately encourage you to study abroad in order to experience and explore new countries, cultures and languages.