As a client advisor, upon your first registration with a Swiss register for client advisors, you are expected to follow a four-hour training. Then, to renew your subscription every second year, two hours of continuing education are required. Designed to equip you with the essential knowledge and skills needed to navigate the intricate landscape of financial services in relation to Switzerland, our fully online programmes meet these requirements and have been approved by all the Swiss Registers for client advisors.
Our latest two-hour continuing education course provides a refresher on the Financial Services Act (FinSA) and delves into the four core duties applicable to your activity as a client advisor. Through insightful practical situations, we chose to shed light on the subtle differences between regulatory expectations and judicial interpretations. By analysing recent case law issued by the Swiss courts, you will grasp these nuances and learn how to mitigate potential liability risks in your activity.
Beyond this course, discover our online programmes on ESG, Fintech, and more to stay up-to-date on key topics and amplify your impact in the financial advisory realm.
Click here to discover our programmes and start learning with us now !
