About
Moving to Switzerland is exciting, but knowing what to do with your money here can feel overwhelming. From choosing the right broker to understanding Swiss tax obligations, expats face important financial decisions that can make a significant difference to their long-term wealth.

In this webinar, Charlene Cong, CFA, founder of VISION Investment Academy and FinFit GmbH, will walk you through a clear 5-step framework to start investing in Switzerland with confidence. You will learn which platforms are available to expats, how to build a simple and effective portfolio, and what to watch out for as an expat navigating the Swiss financial landscape.

Join us on Wednesday, June 24, at 6pm, where you will learn how to take control of your financial future in Switzerland, no finance background needed.

Sign up for this free webinar to learn more about:
- The exact 5-step system that was used to grow a 7-figure investment portfolio without taking big risks
- How to turn your Swiss salary into passive income
- How to build a tax-efficient investment portfolio as an expat in Switzerland
- The costly mistakes beginner investors make in Switzerland
- How to protect your money when starting out and the truth about investing safely

This webinar will be hosted by Charlene Cong, CFA, who will answer any questions you might have as an expat living in Switzerland. Charlene is a Zurich-based investment coach and ex-JPMorgan investor with 10+ years of experience in investing and banking. She is the founder of VISION Investment Academy and FinFit GmbH. She also runs Switzerland's most-followed English-speaking personal finance and investment YouTube channel, helping expats across Switzerland build long-term wealth and financial independence.
When
Wednesday, June 24, 2026 · 6:00 p.m. Amsterdam (GMT +2:00)
Presenters
1604935297-ede8705bdae0d380
IamExpat Team
1778232586-079b62fa9c70c763
Charlene Cong
CFA
Charlene Cong, CFA, is a Zurich-based investment coach and ex-JPMorgan investor with 10+ years of experience in investing and banking. She is the founder of VISION Investment Academy and FinFit GmbH. She also runs Switzerland's most-followed English-speaking personal finance and investment YouTube channel, helping expats across Switzerland build long-term wealth and financial independence.
1738754920-f7f3746b89ac0c93
Plamena Koleva
IamExpat Host
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