Facts & Figures
| Name |
| Swiss Financial Analysts Association SFAA |
| |
| Location |
| Feldstrasse 80, 8180 Bülach, Switzerland |
| |
| Purpose |
| Professional association for financial analysts, credit analysts, investment fund analysts, asset managers, investment advisors, portfolio managers, wealth managers, relationship managers, investment fund managers and economic researchers |
| |
| Number of members |
| More than 2300 |
| |
| Annual member subscription fee |
| CHF 180 |
| |
| Year of foundation |
| 1962 |
| |
| Executive Committee |
|
The list of current members can be found here
|
| |
| CEO |
| Dr. Jean-Claude Dufournet |
| |
| Affiliated organisations |
-
AZEK The Swiss Training Centre for Investment Professionals
|
| |
| Memberships (international cooperation) |
- AIWM Association of International Wealth Management
-
EFFAS European Federation of Financial Analysts Societies (the European umbrella association of financial analysts and asset managers)
-
ACIIA Association of Certified International Investment Analysts (the international umbrella association of financial analysts and asset managers)
|
| |
| Focal activities |
SFAA’s mission is to promote the quality and the good image of the industry with measures such as
-
The Handbook of Best Practice which lays down the ethical principles of the professional association.
-
Political activity: SFAA takes part in pre-legislative consultation procedures and seeks to engage governmental bodies and associated organisations in discussions.
-
Our affiliated training centre, AZEK, which offers courses in financial analysis/portfolio management and private banking/wealth management.
-
SFAA is the only organisation in Switzerland that is recognised as an examining body for the following diplomas:
Federal
-
Federal diploma for financial analyst and portfolio manager
-
Federal diploma for expert in finance and investments
International
-
AIWM: Certified International Wealth Manager CIWM®
-
ACIIA: Certified International Investment Analyst CIIA®
|
| |
| The activities of SFAA |
|
|
| |
| Profil |
-
SFAA can look back on a history of some 45 years and thus has wide-ranging experience as a professional association.
- SFAA is internationally networked.
- SFAA has built up AZEK - The Swiss Training Centre for Investment Professionals, which enjoys an excellent reputation. SFAA has therefore played a major role in raising the qualification level of financial analysts and portfolio managers in Switzerland.
- SFAA has developed a Code of Conduct that is set out in the Handbook of Best Practice.
- SFAA is firmly anchored in the banking sector; the members of its Executive Committee occupy leading positions in the financial industry and in science.
|
| |
|
Particular points
|
|
In Bülach ZH, SFAA is home to the headquarters of the Association of Certified International Investment Analysts ACIIA.
|
|
Links
|
