Portrait AZEK Ausbildungszentrum für Finanzfachleute

Leading in the training and continuing education, further training of financial professionals

AZEK has been a leading provider of financial training in Switzerland for more than 30 years and has trained over 7,500 financial professionals in the areas of financial analysis, asset management, wealth management, financial market operations, digitalization and data science, real estate finance and ESG. Our courses combine in-depth theoretical knowledge with a strong practical focus and are offered in flexible course formats. The hybrid format courses are offered in Zurich and Geneva or online. The language of instruction is German in Zurich and French in Geneva.

Our lecturers are proven experts in their field and have in-depth practical experience that they can pass on to students. Our courses are aimed at employees of banks, insurance companies, auditing companies and other financial service providers. Our customers also include financial institutions, to whom we offer customized solutions for the training and continuing education, further training of their employees.

Training & qualifications
Wealth advisor with fid. Certified Specialist and Associate Wealth Manager AWM
The program is aimed at client advisors in private banking/wealth management. Due to the rapid changes in the markets and financial products, in particular the regulatory requirements, client advisors must constantly update and expand their knowledge. The training imparts the necessary core competencies of client advisors in the areas of wealth management, financial instruments, law and taxes.

Expert in Wealth Management with federal diploma and Certified International Wealth Manager CIWM

The diploma program is aimed at experienced client advisors in private banking/wealth management. A comprehensive understanding of individual client needs and the increasingly complex financial products and investment opportunities is a prerequisite for providing clients with competent advice and support. The program provides the necessary knowledge and skills for this.

Financial analyst and asset manager with a federal diploma and Certified International Investment Analyst CIIA

The course provides students with in-depth knowledge of the valuation of assets and investment decisions as well as the construction and management of often complex portfolios and qualifies them for management positions in their field. The programme leads in two semesters to the federal and international diploma of Certified International Investment Analyst CIIA®, recognized worldwide by professional associations and regulatory authorities.
Technician in Financial Market Operations with Federal Diploma of Higher Education FMT
The course provides basic knowledge of financial operations, including the organization of financial institutions, trade and post-trade functions, custodian activities and an overview of financial instruments. Upon successful completion of the course, students are awarded the Swiss Federal Diploma as a Technician in Financial Market Operations FMT.

Experts in financial market operations with a federal diploma FMOThe course provides comprehensive knowledge of the post-trade functions for financial instruments and market infrastructures with the aim of efficiently introducing new instruments and services, improving communication within the organization and understanding and managing risks. It enables participants to take on demanding management tasks in their field.

Certificate in Artificial Intelligence

AZEK offers an innovative training program that equips finance professionals with fundamental knowledge about gen AI and its tools - practical, understandable and directly applicable in everyday working life.

Certificate Real Estate Finance CEREF

The dynamic nature of the real estate market forces specialists to familiarize themselves with all aspects of the valuation and financing of individual properties or real estate portfolios. The course covers the topics relevant to real estate and finance specialists in the corporate and private client business in connection with real estate.