Taxation of banking customers

A thorough and comprehensive knowledge of the tax aspects of customers and products is part of the new fundamental strategy of the banks.

Taking into account tax aspects covering various sources and jurisdictions impacts all aspects of the banking model, from customer relations to the conduct of operations.

Sound tax knowledge is therefore a comparative advantage and even a prerequisite for competitiveness, both for the banking institutions and for its employees.

Knowledge of the essential elements of the Swiss tax system and international regimes, as well as their application in various investment-related situations, has therefore become an essential skill.

This certificate will provide solid tools for people in contact with clients who need to be accompanied in tax acts and procedures or in the context of activities with an impact on the level of taxation.