For two decades the standard for collective investment education in Switzerland. Zurich in German twice a year, Geneva in French once a year. Start with a free orientation call on readiness and intake.
For two decades the standard for collective investment education in Switzerland. Zurich in German twice a year, Geneva in French once a year. Start with a free orientation call on readiness and intake.
Why this diploma
The Swiss Fund Officer has been the standard for collective investment education in Switzerland for two decades. The questions are whether you are ready, which intake fits your calendar, and how to get there without guessing.
Two decades as the standard for collective investment education in Switzerland
More than 30 high-ranking lecturers from the field
12 course days of group work and discussion
A diploma you earn by exam, not by attendance
Portfolio Management / Fund Analysis, part of the programme since 2024
Who this is for
Professionals with several years in the Swiss fund industry
People moving towards a team lead, management, broader function, representative or fund officer role
Specialists who want the full picture of collective investment schemes, confirmed by a diploma
What you will be able to do
Work across the whole value chain of Swiss collective investment schemes
Discuss legal, risk, valuation, tax and audit questions with the specialists who own them
Read and question NAV calculation, forward pricing and pricing
Show colleagues, clients and employers a diploma earned by exam
Why this diploma
The Swiss Fund Officer has been the standard for collective investment education in Switzerland for two decades. The questions are whether you are ready, which intake fits your calendar, and how to get there without guessing.
Two decades as the standard for collective investment education in Switzerland
More than 30 high-ranking lecturers from the field
12 course days of group work and discussion
A diploma you earn by exam, not by attendance
Portfolio Management / Fund Analysis, part of the programme since 2024
Who this is for
Professionals with several years in the Swiss fund industry
People moving towards a team lead, management, broader function, representative or fund officer role
Specialists who want the full picture of collective investment schemes, confirmed by a diploma
What you will be able to do
Work across the whole value chain of Swiss collective investment schemes
Discuss legal, risk, valuation, tax and audit questions with the specialists who own them
Read and question NAV calculation, forward pricing and pricing
Show colleagues, clients and employers a diploma earned by exam
Am I ready for 12 days and an exam? Zurich or Geneva? This intake or the next? Book a free orientation call before you book anything.
Nahideh Habibian
Founder, NCA Leadership
Am I ready for 12 days and an exam? Zurich or Geneva? This intake or the next? Book a free orientation call before you book anything.
Nahideh Habibian
Founder, NCA Leadership
Course content
Fund market and fund classifications
Legal basics, risk management and in-depth knowledge of licence holders
NAV calculation, forward pricing and pricing
Basics of taxes and auditing
Portfolio Management / Fund Analysis, part of the programme since 2024
Group work and discussion with 30+ lecturers from the field
Format and facts
Duration: 12 course days
Zurich: German, twice a year; Geneva: French, once a year
Lecturers: 30+ lecturers from the field
Diploma: Swiss Fund Officer diploma after passing the final exam
Course content
Fund market and fund classifications
Legal basics, risk management and in-depth knowledge of licence holders
NAV calculation, forward pricing and pricing
Basics of taxes and auditing
Portfolio Management / Fund Analysis, part of the programme since 2024
Group work and discussion with 30+ lecturers from the field
Format and facts
Duration: 12 course days
Zurich: German, twice a year; Geneva: French, once a year
Lecturers: 30+ lecturers from the field
Diploma: Swiss Fund Officer diploma after passing the final exam
What’s Included
What’s Included
Zurich in German; Geneva in French
Zurich in German; Geneva in French
Diploma after passing the final exam
Diploma after passing the final exam
Frequently Asked Questions
Am I ready for 12 course days and an exam?
If you have several years in the Swiss fund industry, often yes. If you know one function well and the rest only from meetings, Know the FUNDamentals is the usual preparation. The orientation call gives you a straight answer before you book.
Am I ready for 12 course days and an exam?
If you have several years in the Swiss fund industry, often yes. If you know one function well and the rest only from meetings, Know the FUNDamentals is the usual preparation. The orientation call gives you a straight answer before you book.
Is the diploma recognised?
The Swiss Fund Officer has been the standard for collective investment education in Switzerland for two decades. It is an industry diploma, earned by exam. It is not a state diploma.
Is the diploma recognised?
The Swiss Fund Officer has been the standard for collective investment education in Switzerland for two decades. It is an industry diploma, earned by exam. It is not a state diploma.
How do I fit 12 course days and preparation around my job?
The course days and intake dates are fixed and known in advance, so you and your manager can plan cover months ahead. Plan for preparation time outside the course days as well.
How do I fit 12 course days and preparation around my job?
The course days and intake dates are fixed and known in advance, so you and your manager can plan cover months ahead. Plan for preparation time outside the course days as well.
Zurich or Geneva?
Zurich runs in German, twice a year. Geneva runs in French, once a year. Choose the language you work in.
Zurich or Geneva?
Zurich runs in German, twice a year. Geneva runs in French, once a year. Choose the language you work in.
What does it cost, and is the exam included?
NCA courses start from CHF 450. We confirm dates, format and final pricing for the Fund Officer with you personally after your booking request. No payment is due at the request stage.
What does it cost, and is the exam included?
NCA courses start from CHF 450. We confirm dates, format and final pricing for the Fund Officer with you personally after your booking request. No payment is due at the request stage.
What comes after the Fund Officer?
The International Fund Officer is a 3-day add-on in Luxembourg or Dublin. After passing the final examination you hold the title International Fund Officer.
What comes after the Fund Officer?
The International Fund Officer is a 3-day add-on in Luxembourg or Dublin. After passing the final examination you hold the title International Fund Officer.
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