Finance
Build a grounded understanding of financial markets and their relationship with the real economy. The course introduces money and capital markets, investment instruments and essential risk concepts through clear examples. Learn to interpret economic news, read data critically and participate in professional financial discussions with precise, well-supported questions.
Request informationYOUR PROGRAMME AT A GLANCE
For individuals & organisationsWe agree a start that fits your professional and personal commitments.
OSAM certificates: according to your starting level and learning goals. Company group programmes are usually planned in days or half-days.
Synchronous teaching. Both formats include the OSAM platform for course materials and organisational information.
From an eduQua-certified institution.
An individual quotation confirms the programme, delivery format and applicable fees.
Highly personalised teaching with experienced practitioners working at a high professional level.
FROM KNOWLEDGE TO CAPABILITY
Financial-services, corporate-finance and advisory professionals and interested beginners.
YOUR LEARNING JOURNEY
These modules form the core programme. Where useful, we refine the emphasis, examples and learning activities to reflect your professional context, starting point and objectives.
Map banks, companies, institutional investors and trading venues within the financial system. Explain primary and secondary markets through a simplified financing case. Settlement, custody and counterparties demonstrate that a securities transaction involves several stages, each potentially introducing different operational or financial risks that deserve separate consideration.
Explore short-term funding, interest-rate formation and the Swiss National Bank’s role. Distinguish nominal from real measures. Simplified scenarios trace possible transmission channels of a rate change without treating the relationship as a mechanical forecast for every loan, currency or asset price in the economy.
Explain coupons, maturity, yield and the basic relationship between rates and bond prices. Consider default risk and liquidity alongside interest-rate exposure. Comparing issuers shows why a higher quoted yield may reflect additional risks rather than automatically identify a more attractive investment for every buyer.
Distinguish ownership rights, distributions and price movements, then explore how funds operate. Discuss simple valuation measures in their company and sector context. Costs, diversification and index composition help you read product descriptions critically and understand the limitations of a single ratio or historical comparison.
Explore exchange-rate quotations, hedging objectives and basic forward and option mechanics. Learning cases distinguish hedging from taking additional risk. Make leverage, counterparty exposure and contractual conditions visible without assuming that a complex instrument is universally suitable or safe on the basis of a single simplified example.
Compare market, credit, liquidity and operational risks in a structured overview. A final case connects portfolio characteristics, economic news and source evaluation. Present supported observations and open questions, rather than turning incomplete information into a personal investment recommendation or a supposedly certain forecast of future markets.
THE PEOPLE BEHIND YOUR PROGRESS
Educational direction, subject expertise and adult learning support. Your final trainer assignment is confirmed in your proposal.
DIRECTOR’S PERSPECTIVE
Managing Director
Simon Pawolleck provides OSAM’s overall direction. The focus is on relevant skills, a clear learning structure and personal support that connects professional ambitions with practical progress.
EXPERT’S PERSPECTIVE
Expert trainer
Nicolas Vialis brings the programme’s subject expertise into focus. The educational approach connects a structured foundation with practical situations, relevant exercises and feedback aligned with your professional objectives.
ADULT LEARNING & ANDRAGOGY
Head of Adult Learning
Federal Diploma of Higher Education in Adult Education
Sandrine Mélé oversees the adult learning approach: coherent progression, active participation and learning methods that take account of prior experience. She supports a structured, practical and human approach to developing competence.
Active at a high professional level, selected against demanding criteria.
Developing the skills of their employees with OSAM.
An experience centred on the people who learn with us.
Personal career goals. Shared organisational priorities.
SERI / SEFRIeduQua-certified institution. Federal qualifications listed by SERI in selected pathways.
TRUST, BUILT THROUGH EXPERIENCE
From ambitious individuals to established organisations. Discover some of the companies that work with OSAM.
LEARNERS’ VOICES
OSAM Google review rating
As displayed on the OSAM website, 4 November 2026.View Google reviews“Patient teaching and very engaging lessons.”
“Excellent quality and personalised practical scenarios.”
GOOD TO KNOW
Financial-services, corporate-finance and advisory professionals and interested beginners. The programme is available to private individuals and organisations, including company teams. OSAM welcomes learners living or working in Switzerland as well as international participants joining live online.
OSAM is an eduQua-certified continuing education institution. An OSAM certificate documents the learning agreed for your programme; eduQua is a quality label for the institution, not federal recognition of every individual course.
OSAM’s work connects individual professional development with the needs of companies in Switzerland and internationally. Client references and learner reviews below offer a practical view of that work.
You develop skills you can apply in real situations, with guidance from experienced practitioners and access to learning materials on the OSAM platform. The programme focuses on these outcomes:
Yes. We start with the established programme and refine the emphasis, practical cases and learning support where useful. Adjustments take account of the individual or company’s professional context, existing skills and goals. The agreed programme is confirmed before enrolment; federal examination requirements remain binding where applicable.
For the OSAM certificate, contact us to review your current level, prior experience and objectives. We will confirm the appropriate entry requirements and any recommended preparation.
No. Terms are introduced progressively. A starting assessment helps tailor the calculations and case complexity to your background.
No. Instruments and examples explain markets and risks. Individual investment decisions require a separate assessment.
Current examples may be used in teaching. Their source and reference date must be clear, and published figures should not be treated as permanent forecasts.
YOUR CAREER, IN PERSPECTIVE
Depending on your experience and qualifications, this subject can support development in the following professional directions.
Explore Swiss salaries on SalariostatYOUR NEXT STEP
Tell us where you want to go. Together, we will define the learning journey that gets you there.
info@osam-academy.com+41 31 528 01 28