Fund Training

Our Fund Academy Training Program offers a perfect fit for any level of knowledge. For those who need the full width and depth on collective investment schemes in their day-to-day work, or need to demonstrate their knowledge to employers and regulators, Fund Officer is the perfect training course.

With our Know the FUNDamentals, participants can acquire fundamentals for working in the fund industry, deepen their basic knowledge, or prepare perfectly for the Fund Officer.

Know the FUNDamentals

Participants, whether beginners, newcomers or career changers, systematically build up their knowledge of collective investment schemes.

Know the FUNDamentals (KtF) is available as a face-to-face course in Zurich (D), Geneva (F) and Luxembourg (E).

With KtF Basic (ZH), we teach all the essentials about funds in just 1.5 days. Our new Fund Basics will start in Geneva and Luxembourg in 2023 and is even more compact with one day.

The KtF Advanced dives deeper into the entire value chain of funds over 3 days. Lecturers from the field leave no questions unanswered.

Both Basic and Advanced are excellent preparation for the Swiss Fund Officer.

Fund Officer

For two decades, the Swiss Fund Officer (SFO) has been the standard for collective investment education in Switzerland. More than 30 high-ranking lecturers from the field, 11 course days (10 in face-to-face teaching and 1 day digitally), group work and discussions at the very highest level and depth of the subject matter. The course takes place twice a year in Zurich in German and once a year in Geneva in French. Participants receive a diploma they can be proud of after passing the exam.

As a complementary training for seniors in the industry, Fund Academy runs the International Fund Officer (IFO). This program takes participants to European fund centers. Workshops are held there with the participation of industry, associations and politicians. Participants are free to write a final thesis and thus acquire the title “International Fund Officer”.