FinSA continuing education 2024-2025 for Client Advisors

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.

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.