SAM 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 training course offers
|ID||Title||Credits||Price SAM incl. VAT||Course description||Order|
|1031||Portfolio Management||6||CHF 320||Order now|
|1051||Derivatives – Options, components of the option price and value of the option||6||CHF 320||Order now|
|1052||Derivatives – Option indicators, option strategies I, option strategies II and exotic options||6||CHF 360||Order now|
|1061||Investment funds||4.5||CHF 275||Order now|
|1091||Structured products – Structure, features, product categories and risks||4||CHF 225||Order now|
|1092||Structured products – Capital protection, yield optimization, participation and leverage products||6||CHF 320||Order now|
|1101||Foreign exchange, Precious metals, Commodities, Real estate||5.5||CHF 320||Order now|
|1102||Alternative Investments||3||CHF 225||Order now|
|1141||Discretionary and advisory mandates, Lifecycle-oriented financial planning and Behavioral Finance||4||CHF 225||Order now|
|1161||Taxes||3.5||CHF 225||Order now|
|1221||Internal codes of conduct||3||CHF 225||Order now|
|1231||Data security and confidentiality||2||CHF 125||Order now|
|1241||Investment Suitability & Appropriateness under MiFID II||2||CHF 125||Order now|
|1251||Fit for FinSA||8.5||CHF 390||Order now|
|1061/1031||Investment funds & Portfolio Management||10.5||CHF 500||Order now|
|1051/1091||Derivatives I & Structured products I||10||CHF 475||Order now|
|1052/1092||Derivatives II & Structured products II||12||CHF 530||Order now|
|1101/1102||Foreign exchange, Precious metals, Commodities, Real estate & Alternative investments||8.5||CHF 435||Order now|
|1221/1231||Internal codes of conduct & Data security and confidentiality||5.5||CHF 320||Order now|
|1261||Digitalisation in Banking and Fintech||2||CHF 125||Order now|
|1271||Sustainability in Banking||2||CHF 125||Order now|
|1281||Family Offices: Structure, governance, and staffing||2||CHF 125||Order now|
- 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.
You must already be registered as an independent financial advisor when you take part in the course to earn credits for SAM training programmes.
For more information download our flyer: