Financial Markets and Products

Financial Markets and Products

“I wish this course had been offered when I started my career in finance.
My entry into the world of finance would have been much easier!”

Understanding the financial markets is crucial for private and professional investors as it enables them to make informed investment decisions, manage risks, and optimize their returns. This e-learning provides an ideal foundation to begin with.

Start Your Journey to Understand the Financial Markets

This e-learning course is aimed at anyone who wants to understand even better what financial markets are and why they are so central to the functioning of our economy. We will look at the key players, their role and their motivations. Our aim is to give you an in-depth insight into the different asset classes, the associated products and the relevant jargon. You will learn about the financial market from the perspective of the investor, the issuer and the financial services industry.

Everyone Can Profit

If you are a private investor or if you want to start a career in finance, the course will help you to quickly find your feet in the financial markets.  And even if you've been in the markets for a while and excel at your job, you will gain a better understanding of how your job fits into the bigger picture.

The start is possible at any time and is not bound to any fixed dates

5 Modules for a Strong Foundation

We introduce you to the inner mechanisms of the financial markets. It's all about the allocation of capital and risk. On the one hand, there are the companies looking for ways to finance their business. On the other side are the investors who seek to invest their capital. In the middle is the financial industry, which connects the parties and provides liquidity, risk transformation, investment advice and investment solutions.

Simply Start

The course does not require any special mathematical knowledge.


Course Overview

Target Audience Participants who want to build a comprehensive and solid foundation in financial markets. Private investors, newcomers and career changers who want to start their career in finance. Practitioners who you will gain a better understanding of how your job fits into the bigger picture: Private investors, client advisors, client advisor assistants, sales, product specialists, but also auditors, consultants or software providers, risk and controlling managers.


You can complete the blended learning program (approx. 8 hours) at your own pace. For this you will have access to the program material for 4 months.

Cost CHF 650


e-Learning (online) 




Payment is made by credit card when booking. Please note that we do not issue invoices.

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Educational Partner & Credits

Educational Partner
Our educational partner NoscoPartners AG is a proven expert in training and further education in the financial market and ensures an optimal mix of theory and practice.

SAQ Re-Certification for “Client Advisor”
This course is recognized by the Swiss Association for Quality (SAQ) as a re-certification measure in the certification system “Client Advisor Bank”. Passing through the training will be credited as a partial measure of 8 hours for the following certifications:

  • Certified Wealth Management Advisor
  • Certified Individual Client Advisor
  • Certified Private Client Advisor
  • Certified Advisor SME Clients

Any questions?

For questions, please contact Member Education.