Finance
Assess sustainability claims in financial products using a clear analytical framework. This course connects ESG foundations, investment approaches, data quality and climate risk with developments in the Swiss financial sector. Learn to separate objectives from evidence, recognise greenwashing risks and communicate the limitations of a sustainability assessment accurately.
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
Investment, advisory, compliance, corporate-finance and sustainability 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.
Distinguish environmental, social and governance considerations and clarify the actual objectives of a sustainable-finance approach. Separate financial risk, personal values and intended real-world outcomes. This conceptual work prevents very different expectations from being grouped under one broad sustainability promise that does not explain what is being pursued.
Compare exclusions, ESG integration, thematic approaches, engagement and impact-oriented investing. Examine selection rules, implementation and limitations for each. A product review checks whether its name, description, holdings and reporting align, without treating one label as sufficient evidence of comprehensive sustainability or overall investment quality.
Investigate the origin, coverage and age of sustainability data. Treat different rating methods and missing information as limitations of comparison. Exercises require transparent assumptions so that apparently precise indicators do not imply a level of certainty unsupported by the underlying evidence or available measurement methods.
Distinguish physical risk from risks associated with economic transition and discuss potential effects on companies and investments. Scenarios support analysis under assumptions rather than certain predictions. A case demonstrates how time horizon, business model and available data influence the conclusions of a risk assessment.
Place SIF and FINMA publications in the Swiss context and distinguish legislation, supervisory expectations and self-regulation. Review communication examples for specificity and supporting evidence. Operational decisions still require an assessment of the current applicable framework, the relevant product and the organisation’s actual role and responsibilities.
Formulate clear questions about sustainability preferences and document trade-offs. In a final case, prepare a factual product explanation covering its approach, evidence, risks and limitations. Assessment focuses on verifiable communication; positive environmental impact and superior financial returns are not asserted without an adequate supporting basis.
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
Investment, advisory, compliance, corporate-finance and sustainability 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.
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. Sustainability-related products may still carry market, credit and other risks. Their strategy needs a separate substantive and financial assessment.
No. Climate is important, alongside social and governance issues and different sustainability objectives. The emphasis is aligned with your professional application.
No. Methods, data and weighting can differ. The course shows how to investigate those differences and account for them in a transparent assessment.
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