FinSA initial certification for Client Advisors in Swiss based companies

333,00 CHF (hors TVA) :
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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.
 
VAT
If your company is based outside of Switzerland please purchase the same programme available here. 

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