SAM accredited e-learning courses

We offer you attractive e-learning and e-testing courses that you can complete independent of time and place. These courses allow you to obtain the credits you need in the context of the SAM training course quickly and in a focused manner.

As a member of SAM and independent asset manager, SAM requires you to obtain 38 training credits every two years to extend the certificate period and thus continue to be allowed to bear the title ‘Qualified Independent Asset Manager SAM’.

Below you will find our e-learning courses accredited by SAM, which include topics relating to banking and finance, law, tax law, and compliance.

 

 

SAM accredited e-learning courses

Title
Credits
Price SAM incl. VAT
Portfolio Management
6
CHF 320
Derivatives – Options, components of the option price and value of the option
6
CHF 320
Derivatives – Option indicators, option strategies I, option strategies II and exotic options
6
CHF 360
Investment funds
4.5
CHF 275
Structured products – Structure, features, product categories and risks
4
CHF 225
Structured products – Capital protection, yield optimization, participation and leverage products
6
CHF 320
Foreign exchange, Precious metals, Commodities, Real estate
5.5
CHF 320
Alternative Investments
3
CHF 225
Wealth Management Advisory
4
CHF 225
Taxes
3.5
CHF 225
Internal codes of conduct
3
CHF 225
Data security and confidentiality
2
CHF 125
Investment Suitability & Appropriateness under MiFID II
2
CHF 125
Fit for FinSA
8.5
CHF 390
Investment funds & Portfolio Management
10.5
CHF 500
Derivatives I & Structured products I
10
CHF 475
Derivatives II & Structured products II
12
CHF 530
Foreign exchange, Precious metals, Commodities, Real estate & Alternative investments
8.5
CHF 435
Internal codes of conduct & Data security and confidentiality
5.5
CHF 320
Digitalisation in Banking and Fintech
2
CHF 125
Sustainability in Banking
2
CHF 125
Family Offices: Structure, governance, and staffing
2
CHF 125

I would like to order the e-learning courses selected above.

Your benefits

  • You obtain the credits you need to extend the certificate period quickly and in a focused manner.
  • The modular structure enables on-the-job learning, at any time and anywhere. The modules are engaging and include various interactive elements, web links, examples, and client scenarios.
  • Online self-tests ensure that you have understood and mastered the content.
  • All e-learning courses are available in German, French, English, and Italian.

Prerequisites

You must already be registered as an independent financial advisor when you take part in the course to earn credits for SAM training programmes.

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Fintelligence Flyer: SAM

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