12-Month Program
- Portfolio construction and evaluation frameworks
- Risk analysis across asset classes
- Macro strategy and scenario workshops
- Applied allocation casework
- Certificate of completion
The definitive training ground for capital allocators who want to think, decide, and act like the professionals running the world’s largest pools of capital. Built for careers in asset management, hedge funds, pension funds, and sovereign wealth, using frameworks drawn from the world’s leading institutional investors.
You will study valuation and risk analysis across asset classes, macro strategy, portfolio construction, and capital allocation decision-making, through applied workshops, scenario design, and drawdown playbooks.
Every student at Swiss Finance Academy gains access to a purpose-built learning platform. Inside your portal, you will find the full course structure, assignments, progress tracking, and direct channels for feedback.
Progress Dashboard. Track your completion across technical modules, case studies, and live assignments.
Feedback System. Get detailed input from instructors and mentors on case submissions and execution quality.
Peer Access. Connect with your cohort, ask questions, share insights, and build a network inside the platform.
Swiss Finance Academy is headquartered and administered in Switzerland. Programs are delivered online to participants around the world.
Long structured days train participants to prioritise, work efficiently, and deliver under pressure. That discipline translates directly to the deal room.
Teams divide up complex deliverables, coordinate independently, and present professional work products, replicating the real-world rhythm of a finance project.
From early-morning market reading to late-night deck polishing, participants leave the program with a proven capacity for sustained, high-quality output.
Group sessions and negotiation simulations require every participant to contribute, argue, and persuade, building the interpersonal edge that separates good analysts from great ones.
Every Swiss Finance Academy program ends with a certificate of completion. It documents the program you completed and the standard of the work you produced: case assessments, models, and presentations graded against professional expectations.
Graduates of the Institutional Investors Course earn the Chartered Hedge Fund Manager™ (CHFM™) designation, covering strategy construction, risk management, portfolio optimisation, and fund operations at an institutional level.
Alongside the certificate, you keep the portfolio behind it: the models you built, the pitch books you produced, and the case analyses you defended. That body of work is what you bring into the interview room.
Aspiring portfolio managers, buy-side analysts, and professionals seeking to move into institutional investing.
Ready to walk into interviews with confidence and evidence of real technical work.
In banking, private equity, or asset management, looking to formalise and sharpen their skills.
From law, tech, or consulting, building a credible finance foundation from the ground up.
Seeking rigorous, practitioner-developed preparation for careers in global finance.
A sample of the analytical work: the football-field valuation summary from our course materials, showing how competing valuation methods are laid side by side before a decision is made.
Financial modelling, deal structuring, and graded casework built to firm expectations.
One-to-one guidance from a senior finance professional, tailored to your goals.
Five fictional deal simulations, one enrollment each or all five in a suite.
We keep admissions personal. Apply with your background and goals, and our admissions team will walk you through program fit, format, and timing. Applications are reviewed individually.
Most programs have limited seats. You can apply now, or contact admissions with questions first.
Every program ends with a Swiss Finance Academy certificate of completion. It documents the program you completed and the standard of the work you produced: case assessments, models, and presentations graded against professional expectations.
Online, through the Swiss Finance Academy learning platform: the full course structure, assignments, progress tracking, and direct channels for feedback from instructors and mentors. Swiss Finance Academy is headquartered and administered in Switzerland and teaches participants around the world.
Standard pricing is published on each program page. The flagship programs are by application: apply online, and admissions confirms your format and start date and explains how to enroll. The Investment Banking Deal Modules are bought online and open in the student portal as soon as payment completes. Custom formats are scoped with admissions.
No. Swiss Finance Academy is an educational academy. Its programs teach how institutions analyse capital and how deals are structured; they are not investment advice, and nothing on this site is an offer or solicitation of any security or investment product.
No. Similar to many investment banks, our programs do not require participants to possess formal knowledge of finance or business; many accepted applicants come from sciences, mathematics, and even literature. A comprehensive coverage of fundamental concepts ensures that within a few days participants become fluent in finance.
Every submission is graded against professional standards. Exams help identify areas of improvement and form a basis for formal evaluations of each participant's progress, and your strongest work becomes a portfolio: models, pitch books, and case analyses you built and defended yourself.
Something not covered? Email admissions and a person will answer.
Apply to the Institutional Investors Course, or write to admissions with your background and goals.
Apply →Contact Admissions →