Professional Knowledge for Client Advisors

Last update: August 2025

If you have purchased this programme already: click here to access it. 

Purchasing this programme will give you access to 35 online courses in English developed by our partner, Intuition KnowHow, the Premier Digital Learning Solution For Financial Services.  

At Cofaktory, we have carefully selected the contents of this programme to meet the exact requirements of the Swiss Registers for client advisors in terms of "Professional Knowledge". If you are a client advisor and upon your first registration, you are required to provide a certificate to demonstrate you possess the necessary professional knowledge, then this programme is made for you.

Detailed contents

• Introduction to Financial Markets: money markets, forex market, bond markets, equity markets
• Business of Banking & Finance: banks & banking, shadow banking, the businesses of investment, corporate and consumer banking, asset management and wealth management, insurance, pensions and retirement. 
• Life of a Trade: pre-trade, execution, clearing & settlement, post-trade position management, practical scenario. 
• Asset Allocation & Portfolio Construction: strategic and tactical asset allocation, investment policy statements, practical scenario. 
• Asset Classes: types of asset classes and investing.
• Introduction to Credit Risk: types & asset classes, lifecycle, lessons from mismanaging risks. 

• For any question, to purchase this programme for more than 5 people, or to discuss your team’s specific needs, contact our client service team: service @ cofaktory.com