FinSA continuing education 2024-2025 for Client Advisors anywhere outside of Switzerland

As a client advisor registered with a Swiss Register you are expected to attend a two-hour training course every second year to renew your registration.

Our FinSA continuing education 2024-2025 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 course will help you manage the Swiss regulatory risks associated with your professional activity in relation to Switzerland. 

Detailed Contents:  

• A refresher on the FinSA code of conduct focusing on the main duties of the client advisor: 
  • Duty to provide information, 
  • Appropriateness and suitability of Financial Services, 
  • Documentation and rendering of account, 
  • Transparency and care of client orders.
• A practical analysis of recent case law enacted by the Swiss courts to help you understand the legal risks associated with your activity as a client advisor.

Our course is 100% online and ends with an online test. You can learn at your own pace and convenience, 24/7 from anywhere.

Useful links 

To register with a Swiss register for the first time, take the initial FinSA certification for client advisors.

If your company is based in Switzerland the same programme is available here and Swiss VAT will be added to the price. 

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.