SAM training course offers

We offer you attractive e-learning and e-testing courses that you can complete independent of time and place. This course allows 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 training programmes accredited by SAM, which include topics relating to banking and finance, law, tax law, and compliance.

SAM training course offers

 

IDTitleCreditsPrice SAM incl. VATCourse descriptionOrder
1031Portfolio Management6CHF 320Order now
1051Derivatives – Options, components of the option price and value of the option6CHF 320Order now
1052Derivatives – Option indicators, option strategies I, option strategies II and exotic options6CHF 360Order now
1061Investment funds4.5CHF 275Order now
1091Structured products – Structure, features, product categories and risks4CHF 225Order now
1092Structured products – Capital protection, yield optimization, participation and leverage products6CHF 320Order now
1101Foreign exchange, Precious metals, Commodities, Real estate5.5CHF 320Order now
1102Alternative Investments3CHF 225Order now
1141Discretionary and advisory mandates, Lifecycle-oriented financial planning and Behavioral Finance4CHF 225Order now
1161Taxes3.5CHF 225Order now
1221Internal codes of conduct3CHF 225Order now
1231Data security and confidentiality2CHF 125Order now
1241Investment Suitability & Appropriateness under MiFID II2CHF 125Order now
1251Fit for FinSA8.5CHF 390Order now
1061/1031Investment funds & Portfolio Management10.5CHF 500Order now
1051/1091Derivatives I & Structured products I10CHF 475Order now
1052/1092Derivatives II & Structured products II12CHF 530Order now
1101/1102Foreign exchange, Precious metals, Commodities, Real estate & Alternative investments8.5CHF 435Order now
1221/1231Internal codes of conduct & Data security and confidentiality5.5CHF 320Order now
1261Digitalisation in Banking and Fintech2CHF 125Order now
1271Sustainability in Banking2CHF 125Order now

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 trainings are available in German, French, English, and Italian.

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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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For more information download our flyer:

Fintelligence Flyer SAM

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