Strategic Investment Consulting Training and Development for Members of Boards of Trustees

Training and Development for Members of Boards of Trustees

In-depth specialist knowledge is the key to a successful mandate as a trustee. Take advantage of Credit Suisse's expertise and complete our training and development courses, which have been geared especially towards your needs.

Our Offering at a Glance

  • The Pension Fund Academy: innovative online training combined with a day of practical experience.
  • Focus on practice-oriented, tried-and-tested findings in the areas of employee benefits insurance, financial market theory, and asset and liability management (ALM)
  • Comprehensive, clearly structured range of basic and advanced training courses for members of boards of trustees

Pension Fund Academy

  • Online training
  • Practical day
Focus Day:
Investment of Assets
training courses

April 11, 2018 at the Forum St. Peter in Zurich


Online training course: Webcasts with corresponding handouts

  • Introduction to employee benefits insurance
  • Technical interest rate and conversion rate
  • Modern portfolio theory
  • Traditional and alternative investments
  • Derivatives and structured products
  • Fundamentals of asset and liability analysis
  • Investment of assets
  • Monitoring the investment of assets

Practical day: One-day on-site seminar

  • Deepening of topics using practical examples
  • Discussion with experts and members of boards of trustees
  • Discussion of current developments

Participants will receive a certificate after completing the two modules.


Pension Fund Academy:
CHF 1,350 (incl. VAT)
Online training only:
CHF 750 (incl. VAT)

Focus Day: Investment of Assets: To be confirmed


We recommend this course to anyone who would like to focus on how pension funds invest their assets.

  • Traditional and alternative asset categories
  • Basics of financial market theory
  • Fundamentals of asset and liability analysis


CHF 750 (incl. VAT)

As a specialist for institutional clients, we support you in your management duties and offer you individual training programs on employee benefits insurance, management tasks, and financial market theory. The venue can be your company offices, Credit Suisse offices in Zurich, or another location of your choice.


On demand

Personalized Advice

Team Strategic Investment Consulting

We are your partner and would be happy to arrange a consultation with you.

Contact us by phone at +41 (0)44 332 20 98 or speak directly to the advisor in your region.