Swiss & International Fund Officer Concept - Fund Academy, Aus

Levels 1 – 4
Swiss & International
Fund Officer Concept
(Positionierung der Lehrgänge)
Fund Business and Administration Management Trainings
(Program 2012/13)
4 Level Training Concept
for the Swiss Fund Management Industry
Strategic Business Management
and Corporate Governance
Operations / Administration
Management
Product / Market
Management
Compliance / Risk
Management
Legal / Regulatory
Management
Fund Custody Business
Management
© 2012 Fund-Academy AG
5.7.12

Trainings Overview
Fund Business and Administration Management Trainings – overview 2012/2013
In partnership with:
Level 1
Level 2
Level 3 **
Level 4
Strategic / Operations
Management Trainings
(Switzerland / international)
Know the FUNDamentals
Basics Fund Business
Know-how for Beginners
Assistant Management
Level (Basics) (dipl. C2)
Fund Operations
Specialist
Intermediate Fund
Business Know-how
Operational Management
Level (dipl. C1)
FA/IAF
Advanced Fund Business
Know-how
Operational Management
Level (dipl. B)
FA
Professional and Executive
Fund Business Know-how
Strategic Management Level
(dipl. A)
2 days deutsch, fr, engl
3 days, deutsch, fr, engl
10 days, deutsch, français
10 days, english
**) Co-certified by:
Fund Business Expert **
Business / Advisory
Management Trainings
(Switzerland / international)
© 2012 Fund-Academy AG
Fund Business
Management
Annual regulatory
update
2
Advanced / Degree FA/IAF
Marketing, Distribution and Business Management
10 days / deutsch
Advanced / professional (deutsche Sprache)
Chartered Swiss Financial Advisory-Training
(Schweizer Berufszertifikat)
Financial Advisory Excellence am Point of Sales (annual 3-day-program)

Fund Officer Concept
Swiss & International Fund Officer Program 2012
Level 4 / gold standard
Level 1 / junior standard
Know the FUNDamentals
Basics Fund Business Know-how
for Beginners
Assistant Management
Level (Basics)
(dipl. C2)
2 days
deutsch, français*, english
no business exp. required
Level 2 / bronze standard
Fund Operations
Specialist
Intermediate Fund Business
Know-how (Training Preparation
for “Swiss Fund Officer”)
Operations Management
Level
(dipl. C1)
3 days
deutsch, français, english
1-3 y business exp. required
Level 3 / silver standard
Swiss Fund
Officer
Advanced Fund Business
Know-how
Operations Management
Level
(dipl. B)
10 days
deutsch, français
International
Fund Officer
Professional and Executive Fund
Business Know-how
Strategic Management
Level
(dipl. A)
10 days
english
3-5 y business exp. required
5-8 y business exp. required
*) isfb - formation bancaire et financière, Genève
© 2012 Fund-Academy AG
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Fund Officer Mission
4-level program
The Swiss and International Fund Officer Program is a Business and Administration
Management Training Program for Fund Industry Professionals. With the great number
of participating leading business experts the course program provides intense exchange
of knowledge and experience and brings together investment fund professionals and
industry practitioners on four different levels:
- beginners (Know the FUNDamentals)
junior standard
- intermediate (Fund Operations Specialist)
bronze standard
- advanced / operational (Swiss Fund Officer)
- professional / executive (International Fund Officer)
silver standard
gold standard
With a view to enhancing and deepening their understanding of the investment fund
industry the “Fund Officer Concept” is committed to developing industry skills. “FUND
OFFICER” is the industry’s first business wide 4-level educational standard for fund
business management specialists in Switzerland. On an operational and strategic
management level business professionals learn, debate, discuss, analyze, reflect and
deepen their business and administrative management skills – based on 11 learning
subjects and over 50 specific learning modules.
© 2012 Fund-Academy AG
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Supervisory Board
Swiss & International Fund Officer Program 2012
Supervisory Board of
Fund Officer Trainings
Zurich / Geneva *
(as per 2012)
Lionel Aeschlimann*, Membre Comité Exécutif, Associé-Gérant, Mirabaud & Cie Banquiers, Genève
Philippe Bens,* Directeur Général, Caceis Fastnet (Suisse), Nyon
Martin Büchel, Mitglied der Geschäftsleitung, LB(Swiss) Investment AG, Zürich
Hans Frey, Member Executive Board (Group), Swisscanto Asset Management, Zürich
Roland Gassmann, Member Executive Board, bank zweiplus ag, Zürich (Vertreter / Representative IAF)
Dr. Felix Horlacher, Leiter IfFP, Zürich
Martin Jufer, Member of the Executive Board, COO, Swiss&Global Asset Management Ltd., Zürich
Astrid Keller, Partner, KPMG AG, Zürich (AUDIT)
Dr. Armin Kühne, Partner, KPMG AG, Zürich (LEGAL)
Dr. Rainer Landert, Gründer/Leiter Fund Academy AG, Zürich
Jean-Sébastien Lassonde*, Partner, PWC, Genève (AUDIT)
Romain Marti*, Senior Advisor, Pictet & CIE., Genève
Yvan Mermod*, Partner, KPMG AG, Genève (AUDIT)
Jürg Müller, Partner, Ernst & Young AG, Basel (AUDIT)
Dr. François Rayroux*, Partner, Lenz & Staehelin Rechtsanwälte, Genève
Thomas Schärer, Managing Director und CEO, Credit Suisse Asset Management Funds AG, Zürich
Andreas Suhr, Managing Director, UBS Global Asset Management, Zürich
Thomas Wiggli, Geschäftsleiter, Balfidor Fondsleitung AG, Basel
Raoul Würgler, Association of Foreign Banks Switzerland ABES, Zürich
© 2012 Fund-Academy AG
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Faculty and Alumni
Business and Administration Management Trainings for Fund Industry Professionals
Fund Academy’s more than 120 faculty members are among others recognized business
representatives, leading fund business experts of the national and international
investment management industry, Supervisory Authorities, Fund Associations, Business
Schools:
among others: Association of Foreign Banks Switzerland, AXA IM, Balfidor, BBH, BCV,
Baloise Fund Invest, BNP, Caceis Fastnet (Suisse), Credit Suisse, DEKA, DWS, EFAMA,
Ernst & Young, FBT, FINMA (CH), FMA (FL), Gérifonds, IAF, Lenz & Staehelin, KPMG, LB
(Swiss) Investment, Lenz & Staehelin, LGT, Mirabaud, Pictet Funds, PwC, Raiffeisen, RBC
Dexia, Sarasin, Schellenberg Wittmer, SFA, SIX Swiss Exchange, State Street, Swisscanto,
Swiss&Global Asset Management, Tax Partners, UBP, UBS, Union Investment, Vontobel,
ZKB. These experts with years of experience in all kind of disciplines within the value
chain are a promise for comprehensive seminars and trainings with a highest degree of
expertise, professio-nalism and international network.
Business Networking & Alumni
The forum “Friends-of-Funds” is the business network platform and alumni club of the
Swiss Fund Industry, founded by Fund Academy (Rainer Landert) and r consult (Markus
Röthlisberger) in 2003 (actually more than 130 business events since then in Zurich
and Geneva). In this evening programs participants share in their experiences and
enhance their personal business network.
© 2012 Fund-Academy AG
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FUND ACADEMY BIO
Swiss & International Fund Officer Program 2012
Fund Academy is a broadly established and accredited Swiss Training Institute for
investment fund business professionals. Fund Academy covers, educates and instructs
more then 50 different learning modules in the context of the investment fund
business (natl. / intl.) and the area of other collective and structured asset classes with
two business lines:
Fund Academy College Programs
College Platform for B2B Trainings and Exchange of Knowledge
Fund Academy Business programs
B4B, tailor-made inhouse trainings and education
Clients, Attendees: Participants are business banks, fund management companies,
asset managers, insurance companies, fund administrators, custodians, law firms, fund
distribution channels, financial intermediaries among others. In its more than 10 years
history and experience Fund Academy trained in the very specific area of the Swiss
investment funds industry more than 1000 investment professionals (in three
languages – d, f, e).
[ Fund Academy AG est. march 2001 ]
© 2012 Fund-Academy AG
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Fund Academy AG
Sihlstrasse 99
CH-8001 Zürich
044 / 211 00 13
info@fund-academy.com
Est.: 2001, by Dr. Rainer Landert, Zurich
© 2012 Fund-Academy AG
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