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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: all you need to renew your registration!

    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 2025 refresher

      FinSA 2025 refresher 

      100% online course for financial services providers authorized by the FINMA, to meet training requirements as qualified managers or employees.

      The FinSA 2025 refresher helps manage the swiss regulatory risks. The course includes:
      – A refresher on the FinSA code of conduct : duty to provide information, appropriateness and suitability of Financial Services, documentation and rendering of account, transparency and best execution 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.

      CHF 222
      CHF 222
      Banking Risk Management Essentials

      Banking risk management essentials

      As an employee or manager within a financial intermediary, this 100% online programme equips you with a robust understanding of essential banking risk management principles. Mastering these concepts will help you meet regulatory standards and uncover strategic commercial opportunities.

      You will explore core banking risk concepts such as risk appetite, risk tolerance, and risk exposure, and learn about the critical link between business strategy and risk management—and why aligning them is essential.

      You will also learn about various risk management methodologies, discover essential tools, understand the importance of high-quality data, and explore how effective risk management can drive your company’s commercial success.

      This programme includes 10 courses and 7 hours of training, with a certificate emailed to you upon completion.

      CHF 333
      CHF 333

    What we do

    We create unique learning solutions

    Use the tools and online resources across the year to help you implement the regulatory requirements

    We build talent for the future

    Plan your training activities at your convenience thanks to your personal dashboard where deadlines for regulatory requirements are integrated

    We help organizations in their transformation

    Take part in our webinars in real time and ask your questions directly to the experts

    Get in touch

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    Our partners

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