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    Unlock your Impact

    Make the most of your company’s potential.
    Offer your teams unique career opportunities.
    Develop your skills to make a difference for your clients.

    Client advisors: renew your registration in 2023

    Continuing education for client advisors

    Our solutions

    Whether you are a board member, a business owner, or a professional active in the banking and financial sector, we offer high quality turnkey training solutions, customised programs, consulting and coaching services.​

    Training solutions

    Our targeted training courses for each profession are available here. They cover regulatory, technical and professional knowledge, as well as “social” skills and team management.

    To allow you to learn effectively while keeping your time free, we combine virtual and face-to-face training. Our digital courses are available 24/7 and are recognised by SAQ as CWMA recertification measures.

    Advisory services

    Simplify your life by outsourcing the training and development of your talent, and offer your teams services comparable to those available at large institutions. We manage training implementation and monitoring to provide you with regular reporting.

    Click here for more information on our coaching, HR strategy and transformation advisory services, and contact us for any questions!

      Compliance regulatory and professional training

      Compliance regulatory and professional training programme for bankers, portfolio managers and family offices, on the prevention of money laundering and other regulations covers Swiss an international regulations. The Gold an Platinum options include on top our programs “ESG fundamentals for financial services’ providers”, and “Fintech and beyond”. The program allows you to earn 35 SAQ credits recognised for your CWMA recertification.

      The program includes in total 35 SAQ credits for CWMA recertifications, available as follows:

      Premium option: 12 credits

      Gold option: 13 additional credits

      Platinum option: 10 additional credits.

      From CHF 599
      From CHF 599
      FINTECH and BEYOND

      FINTECH and beyond

      At your own pace, from anywhere, at anytime of the day, become familiar with Fintech and earn 10 SAQ credits for your CWMA recertification. Understand how it works and become familiar with its’ main applications for the financial sector.

      Discover a series of AI applications widely used in the financial sector: RPA in trade processing, Internet of Things (IoT), Robo Advice, Credit Risk, Fraud and Compliance, Wealth and Asset Management, Chatbots, Transaction Cost Analysis (CTA)

      Become familiar with cryptography, blockchain and crypto assets.

      Understand the ethical challenges associated with Artificial Intelligence.

      Become aware of the risks associated with cybercrime and the key principles to ensure data security.

      Finally, if you wish to understand the technology and mathematical methods underlying the Fintech, then dig into the basics of IT for non IT professionals and the functioning of big data, artificial intelligence (AI) and machine learning (ML).

      All together this program 100% online in English includes 29 courses and 18 training hours.

      If you want to train more than 5 people, or to customise this program for your teams, please reach out, we will be happy to make a tailor made proposal.

      CHF 399
      CHF 399

    What we do

    We create unique learning solutions

    We build talent for the future

    We help organizations in their transformation

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