Career & Professional Formation

Prepare the heir for more than admission.

Swiss Finance Academy and Swiss Finance Institute extend the mandate beyond university entry: finance, business, leadership, family enterprise and the professional habits required to operate at a high level.

A city skyline seen through a tall office window
The institutions

Two educational institutions, one purpose.

Careers and family enterprise

Swiss Finance Academy

An online academy offering practitioner-developed courses in investment banking and institutional investing, a mentorship programme, deal modules and focused courses for students, early-career professionals and family-enterprise successors. Modules can be built alongside school and a degree, with practitioner-led learning and in-residence weeks in New York, London, Zürich or Stockholm.

Swiss Finance Academy
Established 2000

Swiss Finance Institute

An educational institute preparing students, recent graduates and career changers for careers in high finance through a structured residency: two months to a full year embedded in a working office on live mandates, administered from Switzerland.

Swiss Finance Institute
Core capability

What a young adult learns to do.

  • Finance and investing

    Asset allocation, global macro, risk, compounding and tax fundamentals.

  • Entrepreneurship

    Launching, scaling and acquiring businesses, including the foundations of a fund.

  • Family enterprise and legacy

    Governance, succession, family dynamics and building a family office.

  • Investment banking and M&A

    Valuation, transactions, deal structure and buying or selling companies.

  • Hedge fund and markets education

    How systematic and discretionary managers think about markets, risk and process.

  • AI and quantitative methods

    Applying AI, quantitative methods and technology across business and markets.

  • Leadership and management

    Leading people, making decisions and taking responsibility inside an enterprise.

  • Professional mentoring

    Practitioner mentors through university and the first professional years.

  • Career preparation

    Interview and case preparation, professional conduct and the path into a first role.

Pathway by stage

From the last years of school to the first years of a career.

Ages 16 to 17

Modules and capstone

Practitioner-led learning with an in-residence week in New York, London, Zürich or Stockholm, alongside the university application year.

University

Modules and placements

Built alongside a degree, with mentoring and summer exposure to working offices and live work.

Graduate

Institute residency

Two months to a full year embedded in a working office on live mandates through Swiss Finance Institute.

For exceptional candidates, internships, residencies and roles within Swiss Finance and affiliated institutions may be considered on merit and subject to immigration status, business need, legal eligibility, availability and normal selection requirements. No placement or employment is guaranteed.
Begin

A career plan that starts before the first job.

Professional formation is planned with the residency and university calendars, not after them.

Important information. Swiss Finance Academy and Swiss Finance Institute are educational institutions with their own admissions and terms. Their diplomas and private designations are not accredited degrees or professional licences. Their programmes are educational and do not form part of, or affect, any immigration petition. No internship, residency or employment outcome is promised. Kingsley Private Office is not a law firm and does not provide immigration legal advice. Immigration legal services are provided by independent licensed attorneys.

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