Credit Suisse-SDA Bocconi, new experiences at the service of financial knowledge

Credit Suisse’s mission is to invest in building lasting value by serving their clients with care. This is also the spirit that led to the collaboration between the Bank and SDA Bocconi School of Management. Since 2019, a series of seminars have been designed for groups of private bankers, investment bankers and asset managers addressing innovative topics, such as the most recent financial regulation, asset-class opportunities and risks, and investment solutions for different categories of savers.

A course dedicated to environmentally, socially and governance-wise (ESG) sustainable products and portfolios was created in 2020. It is fully digital and for asynchronous use, and enables Credit Suisse’s private bankers to explore topics such as energy transition and the challenges for companies, the macroeconomic scenarios and ESG challenges, circular economy, and the criteria to financially select ESG assets, including green bonds.

In 2021, SDA Bocconi proposed they develop new content with more flexible programs for Credit Suisse, creating some asynchronous learning objects along with synchronous modules targeting professional figures and topics that required greater interaction.

The programs designed during the last year are delivered in Italian and English, and tackle different topics – private markets, on the one hand (private debt and equity, financing infrastructures, venture capital, investing in start-ups and real estate) and, on the other, some innovative topics such as crypto-currency issuance and the valuation of illiquid and high-yield securities.


Participants can follow the programs over the duration of the year and check the skills acquired in specific final tests, after additional readings, exercises, incidents based on direct experiences at the Bank and case studies on other intermediaries.

Credit Suisse has shown great interest in the potential of the many solutions offered by new technologies, and offers its consultants, who are engaged in various fields and cannot always foresee their schedules, the ability to access educational content in a flexible manner that is consistent with their individual work and learning pace. At the same time, there was a chance to interact with the teachers to go deeper into some topics and see how to optimize the knowledge acquired in the professional field, thanks to the discussion opportunities provided.