Finance
Learn to challenge trading ideas and make risk visible before making a decision. The course combines market mechanics, fundamental and technical analysis, backtesting and trading psychology. Exercises use educational cases and simulations. The emphasis is testable assumptions and disciplined risk processes; neither profits nor successful trading strategies are promised.
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
Participants with financial foundations and professionals seeking a structured understanding of trading.
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 trading venues, liquidity and basic instruments. Compare market and limit orders in simulated situations. Spreads, execution uncertainty and price gaps demonstrate why an expected price can differ from the actual outcome and why placing an order does not provide complete control over every risk.
Read price histories, volume and selected indicators as descriptions of historical data. Record a trading hypothesis before evaluating it. Exercises expose ambiguity and conflicting signals, helping you avoid interpreting a pattern retrospectively as a certain prediction or treating one indicator as sufficient support for a decision.
Organise company information, interest rates, inflation and currencies as potential influences. Swiss National Bank publications provide institutional context. Distinguish observed data from expectations and scenarios, and recognise that an economic announcement does not establish a predictable short-term price reaction or an automatic trading opportunity.
Specify transparent rules and examine them against historical examples. Address transaction costs, missing data, overfitting and accidental use of future information. A meaningful test records its limitations and distinguishes a retrospective simulation from the results that could actually be achieved under real trading and execution conditions.
Calculate position sizes and examine loss scenarios, leverage and correlated exposures. Discuss the limitations of stop orders, especially during gaps or interruptions. Develop a documented risk framework while recognising that careful planning cannot eliminate significant losses and that leverage can increase the speed and size of losses.
Keep a journal covering the initial hypothesis, risk assumptions, execution and subsequent review. A simulation practises decision-making under uncertainty and emotional pressure. Evaluation focuses on consistency and learning rather than the short-term return of a single trade whose outcome may depend substantially on chance.
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
Trading programme director
Stéphanie Penot 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
Participants with financial foundations and professionals seeking a structured understanding of trading. 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. Trading can produce substantial losses. Historical and simulated results do not guarantee future performance.
No real capital is required for learning cases. Exercises can use simulated data and a demo account, with specific tools agreed beforehand.
No. This is education in methods, risks and decision processes, rather than a signal service or personal investment advice.
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