FINSA – 2022 Continuing Education 2H for Client advisors



FINSA - 2022 Continuing Education 2H for Client advisors
FINSA - 2022 Continuing Education 2H for Client advisors – Platinum solution
CHF 744
FINSA - 2022 Continuing Education 2H for Client advisors – Gold solution
CHF 644
FINSA - 2022 Continuing Education 2H for Client advisors – Premium solution
CHF 344

FINSA – continuing education for client advisors – certifying program for client advisors.

Recognised by SAQ as a recertification measure for CWMA: 2 SAQ credits.

This program is required and recognised by all the Swiss registers for client advisors: ARIF BX Swiss and Reg-Fix as continuing education on FINSA: 2 hours. 

For any question regarding the training requirements of the registers, please check their websites:
BX Swiss

This program was designed for client advisors who are registered with a Swiss register and who must follow 2 hours of training and obtain a certificate to maintain their registration.

It can be taken all at once, or piece by piece, and you can access it and download the associated practical tools (for example client classification) at anytime and from anywhere for the whole duration of your package.

The Gold and Platinum options include:
– an online library developed by Intuition covering professional knowledge on investment services.
– the opportunity to become familiar with cybersecurity, AI ethics, cryptocurrencies, fintech, and behavioural finance and to earn 5 SAQ credits: this learning path is recognised by SAQ as a measure of recertification for CWMA.

The Platinum option also includes
– 18 short courses – 12 hours of learning all together on Sustainability Fundamentals.

  • A 1.15H e-learning course on other laws applicable for client advisors and case law

    This interactive course allows client advisors to understand the risks associated with other swiss laws applicable to their activity beyond the Finsa rules of conduct.

    It also presents the analysis of recent case law enacted by the Swiss courts and related to financial services.

    This course is concluded by an online test.

  • A 45' e-learning on cross-border regulations and governance

    This 45′ course covers the fundamental risks, principles and concepts applicable to cross-border financial services, regardless of the countries in which you operate.

    The objective of the course is to provide learners a sufficient autonomy with regards to the management of their cross-border risks whilst operating efficient and compliant business development activities.

    The course is concluded by an online test.

  • 3 practical tools to download

    To facilitate your implementation of FINSA Rules of Conduct, you can download from the learning course the 3 following tools:

    • 1 guide for clients’ classification according to FINSA and CISA
    • 1 interview guide to assess your client’s ability to tolerate losses
    • 1 practical guide for the Rules of Conduct implementation.

  • 1 "SMART" certificateOnce the training path is completed

    COFAKTORY delivers 100% secure digital certificates: those can be downloaded and shared as needed. Their validity can be verified.

    The access to smart certificates is not limited in time.

    COFAKTORY works with CV Trust to offer “SMART CERTIFICATES”.

  • 24/7 access for 30 days

    To the Cofaktory portal where you can at any time:

    Access all contents of the program to review it entirely or consult a specific part.

    – Download the 3 practical tools introduced during the training
    – Receive information on new trainings available.
    – Access your dashboard

  • Intuition Online library on Investment services"A la carte" adjustable to your activities, needs and interests

    6 months access to more than 90 courses grouped by general topics, this 100% online program allows you to refresh and strengthen your knowledge with regards to the fundamentals of investment services.

    A la carte library: you pick the topics and courses that are relevant to you, based on your interests and activities, as well as your existing background. Each course is concluded by a short test that will allow you to check your understanding of the contents.

    On Demand, a certificate will be delivered for every topic that you have followed and where you successfully passed the test.

  • Cybersecurity, AI ethics, cryptocurrencies, Fintech and behavioural finance8 courses to know more about those trending themes and earn 5 SAQ credits

    crypto bitcoin fintech With the Platinum and Gold solutions, you will access 8 courses on cybersecurity, cryptocurrencies, fintech and behavioural finance.

    Cybersecurity: understand the risks associated with cybercrime and how to protect your activity.

    AI ethics data protection and security: understand the ethical challenges related to data privacy and security, as well potential impacts for individuals, institutions and society.

    Cryptocurrencies: Bitcoin, Ethereum, what is it and how does that work ?

    What are the main technologies used in the Fintech industry? blockchain, robots, artificial intelligence, machine learning, the Internet of Things (IOT), etc. and what is their impact on finance ?

    Behavioural finance: how do people make decisions and how does this impact wealth management services ?

    How can you take this into account to support your clients in making the right decisions ?

    This learning path offers 5 SAQ credits recognised as recertification measures for the CWMA.

  • Sustainability fundamentals12 hours learning on sustainable finance and investing

    The Platinum option includes 18 short courses totalizing 12 hours of training to become familiar with ESG goals, understand climate risk, and discover the fundamentals of sustainable investments and sustainable finance.

    These courses cover the impacts of sustainability on the financial sector, the selection of sustainable asset classes, the applicable regulations and the reporting standards.

Your Advantages


Register in a few clicks and access all your training activities in one single place.


Learn at your own pace and convenience, 24/7 from anywhere.


Plan your activities to comply with regulatory deadlines.


Meet our experts and receive personal advice and feedback.


Optimize your training time and investments: satisfy various training requirements with one single program.

Download and print your certificates online at any time

High Quality

Benefit from the best learning solutions on the market whatever the size of your company.

Tailor made

Co-create with us a unique program perfectly adjusted to the specific needs of your teams.

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1h15 e-learning on other laws and case law

45' e-learning on cross-border regulations and governance

3 practical tools to download

30 days access to the Cofaktory platform

Personal dashboard: reminder of training courses to follow and deadlines

Self-service smart certificates

5 additional months access to the Cofaktory platform

A library of online courses “à la carte” : 50 courses covering fundamental knowledge of investment services


A library of online courses “à la carte” : 40 advanced courses on investment services

Sustainability fundamentals

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