certificate of banking & insurance · banking & insurance 26/07/2010 1. presentation of the...

Certificate ofBanking & Insurance

126/07/2010

Presentation of the Courseand the School of Business Administration

in Fribourg / Switzerland

Prof. Dr. Olaf MeyerDeputy Head of School of Business Administration

Professor for Banking and FinanceAugust 2010

$ $ $ $ $$ $ $ $ $

Content

Who should apply?

Value of the program

Why Switzerland?

Characteristic of the program

Nice to know ...

2Certificate of Banking and Insurance – Prof. Dr. Olaf Meyer

Who should apply?

Students who are attracted by financial issues.

Students who feel that their working future may be in the banking, insurance or more general finance area.

Students who are open-minded and keen to learn more about Europe and Europeans.

Students who want to progress rapidly in accepting a strong working commitment to the program.


Who should apply?

Students who have successfully completed the basic finance and accounting classes and are familiar with the fundamental concepts, especially NPV.

Students who master English in such a way that they are able to read, write and communicate at ease.

Students who are familiar with the Windows Office programs and in particular with the EXCEL spreadsheets.


Value of the program

Students will receive a Swiss Certificate in Banking & Insurance Management.

The program includes 10 modules and a final thesis (30 ECTS) and will last one semester in Fribourg Switzerland.

Those ECTS will be accredited at ITESM.

The content of the classes is directly related to the needs of banks, insurance and finance companies

Teachers are practitioners (senior finance mangers) who hold a Phd. degree.

Practical work close to life in corporate is an important part of the program.


Why Switzerland ?


The program

SeminarDue to an limited number of students (35) and the high frequency of teaching in a campus situation, we expect a highly profitable Teacher-Student partnership.

ExercisesStudents will be asked to use and proof their new knowledge in regular practical sessions. In those sessions examples and cases will be treated by individuals or by groups. An important part is work on EXCEL spreadsheets.

HomeworkRegular homework is a prerequisite to master the exercises.

Final ProjectStudents will treat a case study by groups in combining different areas out of the learned topics.

Investment GameAll students will manage constantly a portfolio of financial assets


9

Module AModule BTime for preparation / ExamWelcome and DepartureFinal Thesis

The program – Time Schedule

Certificate of Banking and Insurance – Prof. Dr. Olaf Meyer

The program

The program will be accomplished in one semester (21 weeks) and splits into three big parts:

Welcome Arrival Module A

Prepa-ration +Exam

Module B FinalProject

Prepa-ration +Exam

Presen-tation

1w

2w

2w

½w

6w

6w

3w

Ceremony / Departure

10

½w


The program

Module A Welcome / Arrival:Is dedicated to acclimate and to get information about the program, reception of the learning material, enrollment to the library, reception event, reading preparation for the 1st classes, etc.

Teaching Module A (12.5 ECTS):There are five courses taught: Financial Markets, Treasury, Portfolio Management I, Risk Management and Intercultural Management. Each class will be completed by exercises that will permit the application of the gained knowledge. exercises in class will amount to 6 lessons per day.

Miscellaneous:It is necessary to pass a written exam of 90 min. for each course. We will visit a bank/insurance/financial corporate and invite guest speakers from different backgrounds.

Welcome Arrival

TeachingModule A

ExamPractice

day

1w

2w

6w


The program

Module B Teaching Module B (12.5 ECTS):Here again there are five courses taught: International Financial Management, Credit Management, Portfolio Management II, Banking and Insurance. Classes will be completed by exercises in hat will allow the students to apply the knowledge gained. Seminar and exercises in class will amount to 6 lessons per day.

Miscellaneous:It is necessary to pass a written exam of 90 min. for each class. We will visit a bank/insurance/financial corporate and invite guest speakers from different background.

TeachingModule B

ExamPractice

day

2w

6w


The program

Final Project Final thesis (5 ECTS):A group of 4 students will work on a case/study to apply their knowledge. The ideas for these projects will be developed by the teachers or the students.

Presentations:The groups will present the results of the work. All students will be invited to participate in the presentations.

Ceremony:The granting of the Certificate to all students which passed the exams. (Others certificate of attendance). Departure party.

Final Project

Presen-tation

½w

2w

Ceremony /

Departure

½w


The program

14

Financial Markets

explains how financial markets (should) work and how the major products are traded.


The program

15

Intercultural Management

Course focus is on how to manage cultural diversity.


The program

16

Risk Management

You will manage risks for different corporations and especially banks and insurance companies.


17

Portfolio Management I

You will practice the calculations which are important to evaluate financial portfolios.


The program

18

Treasury/Cash Management

Is structured by the major processes which belong to the cash management.


The program

The program

19

International financial Management

Students will deal with those financial aspects which arise or become more important, when a corporate becomes international.


The program

20

Insurance

Based on financial theory, the course explains the business models in the different sectors of an insurance company.


The program

21

Banking

The role of banks in the economic system and how to manage a bank.


The program

22

Credit Risk

Focus is to assess the credit risk and to know and use the presented methods.


The program

23

Portfolio Management II

Students act as a portfolio manager who has to react on customer requirements and market changes.


The program

Our objectives:

Students become “addicted” to Finance.

Ready to start to work in a financeenvironment.

Students spend an unforgettable time in adifferent culture.


Nice to know ….

The City of Fribourg

Fribourg (French), (German: Freiburg) is the capital of the Swiss Canton of Fribourg and the district of Sarine. It is located on both sides of the river Saane/Sarine on the Swiss plateau, and is an important economic, administrative and educational center on the cultural border between German and French Switzerland (Romandy).Its Old City, one of the best maintained in Switzerland, sits on a small rocky hill above the valley of the Sarine. Like its sister city Bern, Fribourg has preserved its medieval center as a whole that is now one of the largest in Europe. It is located on a spectacular peninsula, surrounded on three sides by the Saane/Sarine river.The architecture of the Old City dates primarily from the Gothic period before 16th century. Nowadays, Fribourg and surrounding developed area has a population of 94,867 inhabitants with Fribourg itself having 34,084. About 29% of the inhabitants are foreigners.


Nice to know ….

The City of Fribourg


Nice to know ….

The School of Business Administration

The School of Business Administration Fribourg (SBA) was founded in 1991. It is a public school and part of the network of the University of applied sciences Western Switzerland (HES-SO), as the schools of Geneva, Lausanne, Neuchâtel and Sion. A total of more than 16'000 students attend courses in all areas of specialisation.The HEG of Fribourg, specialised in the domain of management, offers all types of recognised courses, such as Bachelor and Master of Science in Business Administration with a major in Entrepreneurship. It also offers an EMBA in Integrated Management, as well as various other types of postgraduate courses in environmental studies, public management, and communication. The school works closely with businesses because practical aspects lie at the core of its teaching. It is this feature that distinguishes the SBA from traditional universities. Finance is central to all courses. SBA also carry out research projects in this domain, as well as mandates for businesses, banks, and insurance companies. In addition to specialised and recognised competences in finance and entrepreneurial matters, the SBA stands out for its multilingualism (French, German, English) and multiculturalism. More than half of the Bachelor graduates find executive positions in the domain of finance, such as banks, insurance companies, trusts, multinationals,and SMEs. The school enjoys a wide-reaching network of cooperation with universities around the world.


Nice to know……

28

émaf

500 m

JHS

Junior High School

HS

High School

EMF

Apprenticeship UNI-FRUniversity

PhD School

PhD School

EIA-FRHEdS

UAS

HEG

DIRECTION • January 2010

The Campus Pérolles


Nice to know ….

29

Where to… sleep?Due to its petite size, commuting is easy. We reserved rooms in three dormitories around the city centre. The price of the rooms vary beetwen 450 and 650 USD per month. All rooms are furnished and some do have WC/shower inside. You can find more informations here:

http://www.foyer-beausejour.ch/http://www.justinus.ch/index.php?acceuilfrhttp://salesianum.ch/wp/

… eat?On the campus you will find three cafeteria. In walking distance you also find many small restaurants for all tastes. The prices vary between 8 to 15 USD for a typical meal.

… have a drink?Tea-Rooms, Coffee-Shops and Bars are everywhere. Fribourg is a very lively city as it counts many students and foreigners.

… learn a new language?Additional language courses in German and French are available.


http://www.foyer-beausejour.ch/

http://www.justinus.ch/index.php?acceuilfr

http://salesianum.ch/wp/

Nice to know ….

Freiburg

BernCapital of Switzerland

ZurichEconomical Center

BaselCultural Center

GenèveInternational Center, Headquarter of UN

Certificate of Banking and Insurance – Prof. Dr. Olaf Meyer 30

Nice to know ….

Discover SwitzerlandIn Switzerland the public transportsystem is very well developed.Trains and busses are convenientto reach all destinations.Overall travel time by train fromFribourg station to:Bern: 0:22 hZurich: 1:24 hBasel: 1:21 hGenève: 1:20 h

Areas for Skiing:Schwarzsee: 0:55 hInterlaken: 1:23 hVerbier: 2:23 hSchildhorn: 2:53 h


Let’s get practical…

Course fees are covered by the exchange agreement.

Cost for flights is about 1’500 USD for a round ticket.

Please calculate an amount of 1’300 USD per month for living (including housing).

You have to assure that your insurances cover all major risks in Switzerland (especially health insurance, international coverage).

Please book our offer at your department/internationalprogram office.


certificate of banking & insurance · banking & insurance 26/07/2010 1. presentation of the...

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