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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!

      FinSA Continuing Education for Client Advisors 2024-2025

      Continuing education for client advisors
      This course meets the exact requirements of the Swiss client advisors’ Registers in terms of continuing education.
      It has been approved by all the Swiss advisors’ Registers: ARIF, Regservices (BX Swiss) and RegFix.
      You can take this 2 hours course at your own convenience in one go or in several sessions. Once the you pass the test a smart certificate is delivered to you.

      Original price was: CHF 277.Current price is: CHF 227.
      Original price was: CHF 277.Current price is: CHF 227.
      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

    What we do

    We create unique learning solutions

    We build talent for the future

    We help organizations in their transformation

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    Our partners

    We select best of breed partners to offer unique solutions to our clients