Course presentation.
The wealth management industry has undergone major changes in recent years, not only in terms of the regulatory and tax framework, but also in terms of the advisory process and the sophistication of financial products. The latest developments at the IT level will also soon lead to the emergence of new operational models of client interaction.
In the current context, the importance emerges that the professional has the skills to analyze the client's overall situation, not limited to pure financial management, but also including business issues and investments in alternative instruments (art, real estate investments, hedge funds and private equity funds) in compliance with the new regulations and considering the new trends emerging from behavioral finance, the fintech sector and the sustainable investment sector.
To provide concrete support to practitioners in the square in order to consolidate the aforementioned skills, the Centro Studi Villa Negroni (CSVN) and the Faculty of Economics of the University of Italian Switzerland (USI), under a joint planning collaboration agreement, are proposing the fourth edition of a training course directed primarily at wealth managers advisors and asset managers active in the banking or fiduciary sector.
Passing the final exam enables the acquisition of CAS Certification and respective academic level training credits: 10 ECTS (1 ECTS credit corresponds to approximately 25-30 hours of work). In order to supplement the topics covered in some modules, participants will from time to time be referred to other CSVN courses covering relevant legal/fiscal aspects that can be attended at subsidized rates.
Most of the CAS Wealth Management modules are recognized for the maintenance of the Swiss Association for Quality (SAQ) bank client advisor certification.
CAS Wealth Management is VSV I ASG accredited training and recognized under STEP Member's CPD (Continuing Professional Development) obligations for selected modules. The training has also been listed in the BX Swiss Register of Client Advisors in the list of trainings eligible to provide the specialized skills required for registration in the same ( https://www.regservices.ch/it/conoscenze-richieste/).
