Seminar – Concept

The 2-day seminar builds up your professional and advisory skills in sustainable investments, so that you can take competent and purposeful care of your clients.

The seminar is primarily directed at client advisors, wealth managers, and employees of family offices. The seminar content is conveyed through renowned speakers from academia and practice.

Participation gives you free access to the topic-specific webinars. Use the leading database for responsible investing yourSRI.com

 

ESIA_Unterseite_Seminar

Seminar – Locations & Partners

Seminar_Germany

European Sustainable Investment Advisor – Stuttgart

Partner: CSSP

Lecturers:
Oliver Oehri, lic.oec. HSG, CSSP
Christoph Jochum, MSc, CAIA, CSSP
Daniel Frauenfelder, CIFB, CSSP
…for further information please refer to the seminar programme

Date: 22. – 23. September 2016

Language: German

Time: Thursday, 09:00hrs – 17:30hrs | Friday, 08:30hrs – 12:00hrs

Location: Börse Stuttgart, Börsenstrasse 4, 70174 Stuttgart

Important Information:
This course is accrediated by the Financial Planning Standards Board Germany:
9,5-CPD-Credits – Reg.Nr. 16-050

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Seminar_Liechtenstein

European Sustainable Investment Advisor – Vaduz

Partner: CSSP

Lecturers:
Oliver Oehri, lic.oec. HSG, CSSP
Christoph Jochum, MSc, CAIA, CSSP

Date: 06. – 07. October 2016

Language: German

Time: Thursday, 09:00hrs – 17:30hrs | Friday, 08:30hrs – 12:00hrs

Location: CSSP AG, Herrengasse 11, 9490 Vaduz

Important Information:
This course is accrediated by the Austrian Association Financial Planners
CPD-Credits (Continuing Professional Development Credits): 9,5
Reg.Nr.: 203-16

CFP_Weiterbildung_Logo_weiss

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Seminar_Austria_Herbst-2016

European Sustainable Investment Advisor – Salzburg

Partner: University Salzburg

Lecturers:
Univ.-Prof. Dr. Claudia B. Wöhle
Oliver Oehri, lic.oec. HSG, CSSP
Christoph Jochum, MSc, CAIA, CSSP
…for further information please refer to the seminar programme

Date: 19. – 20. October 2016

Language: German

Time: Wednesday, 10.00hrs – 18.30hrs | Thursday, 9.00hrs – 18.00hrs

Location: Unipark Nonntal, Erzabt-Klotz-Str. 1, 5020 Salzburg

Important Information:
This course is accrediated by the Austrian Association Financial Planners
CPD-Credits (Continuing Professional Development Credits): 14
Reg.Nr.: 107-16

CFP_Weiterbildung_Logo_weiss

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Seminar_Switzerland_Herbst-2016
 

Socially Responsible Investments – Zurich

Partner: University Zurich

Lecturers:
Dr. Annette Krauss, Institut für Banking und Finance/Center for Microfinance, University Zurich
Oliver Oehri, lic.oec. HSG, CSSP
Christoph Jochum, MSc, CAIA, CSSP
…for further information please refer to the seminar programme

Date: 23. – 24. November 2016

Language: German

Time: Wednesday, 09.00hrs – 17.30hrs | Thursday, 9.00hrs – 17.00hrs

Location: University Zurich, Zentrum für Weiterbildung Schaffhauserstrasse 228, CH-8057 Zürich

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Seminar_Individual

Customized Inhouse-Seminar

European Sustainable Investment Advisor

Lecturers:
Oliver Oehri, lic.oec. HSG, CSSP
Christoph Dreher, MSc, CSSP

Date: by agreement

Language: German/English

Time: by agreement

Location: Herrengasse 11, 9490 Vaduz

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