Finance
Strengthen the technical and communication foundations of responsible client service in Swiss private banking. The course connects wealth structures, investment understanding and regulatory diligence with realistic advisory situations. Its focus is a clear decision process, transparent risk communication and reliable documentation, rather than promotion of particular products or promised investment returns.
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.
Federal preparation: see pathway durations belowSynchronous teaching. Both formats include the OSAM platform for course materials and organisational information.
From an eduQua-certified institution.
Related federal examination pathwaysAn 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
Client advisers, support staff, career changers and wealth-management professionals.
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.
Examine private-banking services, roles and revenue sources, distinguishing advice, discretionary management and execution-only business. A client case shows the responsibilities of relationship managers, investment specialists and compliance teams. Identify conflicts of interest and the importance of transparent costs, service boundaries and decision ownership.
Gather objectives, time horizon, liquidity needs and financial commitments in a structured conversation exercise. Distinguish willingness to take risk from financial capacity to bear losses. Review concentrations and existing commitments without treating one client statement as sufficient evidence for an investment strategy or product recommendation.
Compare equities, bonds, funds and other instruments by mechanics, costs and risks. Discuss diversification, currency exposure and liquidity using simplified portfolios. Practise explaining why historic performance is not a dependable promise of future results and why apparently similar products can have materially different risk characteristics.
Explore identification, beneficial ownership and risk-based clarification through learning cases. Document unusual information and escalate it to the responsible internal function. Cross-border services and client categorisation are treated as areas requiring assessment of the specific applicable obligations rather than a single universal operating rule.
Practise clear conversations about objectives, fees and potential losses. Questioning and summaries help establish and document what a client understands. Difficult discussions during market falls are included, with uncertainty acknowledged openly and responsible client support separated from pressure to sell a particular product.
Work through a case from preparation to documented follow-up. Produce a structured needs summary containing open questions, risks and next steps. Feedback considers technical understanding, clarity and diligence. The exercise assesses the quality of your process and does not involve executing a real investment transaction.
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
François E. Aubert 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.
SWISS FEDERAL QUALIFICATION PATHWAYS
OSAM offers the following examination preparation in related fields. An OSAM certificate course in this topic is not automatically the complete federal preparation programme. We confirm the appropriate pathway, scope and admission requirements with you before enrolment.
IAF — Interessengemeinschaft Ausbildung im Finanzbereich
Three-year vocational qualification or equivalent plus two years in financial services; alternatively a two-year qualification plus five years of work, including two in finance, or five years in financial services. Required module certificates cover wealth accumulation, pensions, insurance and property/financing.
IAF conducts the federal final examination. Required module certificates must be supplied for admission. Confirm examination languages and dates with IAF.
The examination organisation decides on admission. Its current examination regulations and deadlines take precedence; preparation and examination registration are separate steps. We confirm the preparation language separately from the examination language: an English-language information page does not mean the federal examination is offered in English.
Federal professional qualifications are awarded through the relevant federal examination. eduQua certifies the continuing education institution; it does not itself award a federal qualification.
SBFI / SERI — official professional qualifications registerActive 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
Client advisers, support staff, career changers and wealth-management professionals. 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.
The related federal qualifications listed on this page are recognised Swiss qualifications, recorded in the official SERI register. They require the prescribed federal examination and admission conditions.
SERI / SEFRI official registerOSAM’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.
Three-year vocational qualification or equivalent plus two years in financial services; alternatively a two-year qualification plus five years of work, including two in finance, or five years in financial services. Required module certificates cover wealth accumulation, pensions, insurance and property/financing.
Examination details & official sourcesNo. Cases are educational. The course does not provide individual investment recommendations or promises of future returns.
No. Registration, authorisation and internal permissions depend on the activity and responsible bodies. Completing a course does not replace those requirements.
Yes, by agreement and using anonymised information. Confidential client data should not be placed in general course materials or publicly accessible learning tools.
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