KNOWLEDGE. WITH DIRECTION.
Finance
Understand financial systems and prepare informed decisions.
10 courses to move you forward
Finance
Finance and accounting specialist
Build connected expertise in accounting, controlling and financial management for Swiss organisations. This learning pathway combines financial statements, tax, payroll and decision support through practical cases. Preparation for a Swiss federal professional examination is explicitly distinguished from an internal OSAM course qualification when your programme is agreed.
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Accounting in Switzerland
Understand how business documents become reliable financial information. This course follows the accounting cycle of a Swiss organisation, from accounts and daily transactions through receivables, payables and year-end reporting. Practical exercises develop careful documentation, numerical judgement and effective communication with an external accountant or fiduciary adviser.
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Swiss taxation
Develop a structured understanding of Swiss taxation and its relevance to individuals, businesses and HR teams. The course connects direct taxes, VAT and administrative procedures through practical cases. Learn to organise relevant facts, recognise cantonal differences and understand the limits of a general assessment before applying information to a real situation.
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Private banking
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.
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Banking regulation and compliance
Learn to translate regulatory requirements into traceable controls and effective operating procedures. This course explores core compliance questions in the Swiss financial environment, from money-laundering prevention to conflicts of interest and cross-border risk. Practical cases develop careful risk assessment, clear escalation and constructive collaboration between business teams, compliance professionals and management.
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Insurance in Switzerland
Develop a systematic overview of social and private insurance in Switzerland. This course connects risk assessment, contract interpretation and benefit coordination with clear client communication. Learn to compare cover critically and identify questions requiring further investigation, without turning a general product description into a binding entitlement or individual recommendation.
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Behavioural finance
Explore how perception, emotion and social influence shape financial decisions. This course connects behavioural concepts with practical situations in investment discussions, budgeting and risk assessment. Develop methods that make assumptions visible and improve the decision process, without claiming that human biases can be eliminated entirely or that better investment returns are guaranteed.
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Trading and risk management
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.
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Understanding financial markets
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.
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Sustainable 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.
Explore programmeYOUR NEXT STEP
Your ambitions. Our starting point.
Tell us where you want to go. Together, we will define the learning journey that gets you there.
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