FinSA initial certification for Client Advisors

CHF333.00 (ex. VAT):
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To register for the first time with a Swiss Register for client advisors, you are expected to attend a four-hour initial
(basic) training course on the FinSA.

Our FinSA initial certification 2022 version meets this exact requirement and is recognized by all the Swiss registers: BX, ARIF, RegFix.
Focusing on practical cases from your daily business activity, our programme will provide you with a sufficient autonomy with regards to
the management of your risks whilst operating efficient and compliant business development activities.

Detailed contents:
  • the FinSA fundamentals & client classification,
  • the FinSA Rules of Conduct – suitability and appropriateness of financial services, and other FinSA provisions
  • other laws applicable to the client advisors’ activity
  • a practical and interactive analysis of recent case law enacted by the Swiss courts
  • the fundamental risks and concepts applicable to cross-border financial services
+ Three practical tools to dowload to facilitate your FinSA implementation, for example client classification.
 
Our course is 100% online and each part ends with an online test. You can learn at your own pace and convenience, 24/7 from anywhere.

Useful links
To renew your subscription with a Swiss register, take the continuing education 2024-2025 for client advisors.

Contact
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

FinSA initial certification for client advisors