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Tailor-made diploma courses

TRAINING
FINANCIAL MARKETS

Become self-sufficient in financial techniques and portfolio management, from macroeconomic diagnosis to execution.

Free personalised quote

Context and issues

In an environment marked by volatility, recurring macroeconomic shocks and a demanding regulatory framework, understanding the markets is no longer an advantage but a necessity.

This training addresses the need to read macro signals, evaluate instruments, and articulate robust and traceable investment decisions.

The challenge is twofold: improving portfolio quality (return/risk) and professionalising communication of investment policy to stakeholders. Designed for non-specialists as well as finance and pension managers, the course aims to rapidly develop skills that are operational and directly applicable.

Your comments

Training on financial markets

In person and/or online

Attend your training in person and/or online wherever you want and choose your class times according to your schedule.

1 month

Our training course lasts approximately four weeks. Allow for five to seven hours of training per week. This schedule can be customised.

Graduate

Our financial markets training programme leads to a diploma and is internationally recognised. We are eduQua certified.

Standard programme

Part 1

  • I. Understanding financial instruments (shares, bonds, derivatives, foreign exchange)
  • II. Decoding asset classes (return drivers, risks, correlations)
  • III. Mapping markets (equities, rates, credit, commodities, FX)
  • IV. Reading the macroeconomic environment (growth, inflation, central banks, cycles)

Part 2

  • I. Developing an investment policy (objectives, constraints, risk profile, IPS)
  • II. Managing a portfolio methodically (strategic/tactical allocation, rebalancing, costs)
  • III. Measuring and managing risk (volatility, drawdown, diversification, limits)
  • IV. Innovative approaches to finance (factors, ESG, alternatives, data/AI)
  • SKILLS ACQUIRED

  • Identify the main instruments and asset classes and their risk/return profiles.
  • Interpret macroeconomic indicators and their impact on the markets.
  • Evaluate an investment proposal in a structured manner (thesis, risks, costs).
  • Define a clear, traceable investment policy that is consistent with the profile.
  • Build a robust allocation and apply rebalancing rules.
  • Measure performance and risk (return, volatility, simple ratio, drawdown) to guide decisions.
  • Communicate investment strategy and decisions concisely and unambiguously.

  • Contact us to customise this training course (content, format, language).
«In a world where cycles are accelerating and regulations (LEFin/LSFin) demand clarity and traceability, training in financial markets is no longer optional. This course has been designed to give you a solid foundation: understanding instruments and asset classes, reading the macroeconomic environment, evaluating an investment proposal and managing a portfolio methodically.»
Simon Pawolleck
Simon PAWOLLECKProgramme Director

They train with us

OSAM Customers - Companies

FAQ

We are an eduQua accredited training centre. This guarantees the quality of your training, as well as strong recognition of your diploma in Switzerland and internationally.

What's more, the vast network of companies where OSAM provides training contributes to the value of your certificate.

  • non-specialist professionals wishing to acquire a solid foundation for understanding the markets and engaging in dialogue with experts.

  • executives in the finance and occupational pension sectors (banks, insurance companies, pension funds) seeking to strengthen their macroeconomic analysis and allocation decisions.

  • wealth management / client advisory services aiming for compliant and documented practice (LEFin/LSFin).

  • career transition profiles wishing to move into market finance.

  • management committees & directors wishing to better manage investment policy and challenge investment proposals.

Please contact us for a quotation.
The price is personalised according to your level, your objectives and the course format you choose.
Payment can be made in several monthly instalments free of charge.

This course can be fully customised (content, format, language). Contact us for a free quote.

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