Unlock your impact

Harness the full potential of your company. Offer your teams unique development opportunities and make a difference.

Unlock your impact

Our solutions

Whether you are a board member, executive, or professional in the banking and financial sector, explore our high-quality turnkey training programmes.

Available 24/7 and from anywhere, our training programmes address all the regulatory challenges, along with the technical and behavioral expertise required to deliver leading edge and fully compliant financial services.

Training programmes for

Client Advisors


From Switzerland or abroad, to register with our initial FinSA certification, or to renew your registration with a Swiss register for client advisors with our continuing education, our 100% online training solutions allow you to learn and to obtain your certificate at your convenience, from anywhere, anytime.

All our programmes for client advisors are recognized by all the Swiss registers for client advisors.

Conseiller à la clientèle

Training programmes for

Wealth managers


Our programmes provide wealth managers with the essential regulatory and compliance knowledge required by law for wealth managers subject to supervision by  the supervisory organisations (SO), as well as the technical and professional expertise essential for wealth management.   They cover key topics related to investment products and the provision of investment advice, as well as current themes: cryptocurrencies, sustainability, etc.

These programmes are suitable for wealth managers supervised by all the Swiss supervisory organisations.

Gestionnaires de fortune

Training programmes for

Banks and financial entities


We provide a wide range of training programmes recognized by SAQ as recertification measures for CWMA (Certified Wealth Management Advisors).

These programmes meet the legal requirements for financial entities and bankers and address certain needs of financial entities affiliated with a self-regulatory organization (SRO). They cover both the code of conduct, and the professional and technical knowledge.

Training programmes for

Risk & Compliance officers


Our programmes for risk & compliance officers provide in-depth knowledge of Swiss and international regulations applicable to banking and financial activities.

Our training courses on products and services offered to clients of the banking industry ensure a thorough understanding of the nature of the services provided. 

Training programmes for

Board members and directors


Our training programmes for administrators and business leaders in general, and in the banking and financial sector in particular, enable mastery of the ins and outs of key regulations regarding risk management and corporate governance.

This knowledge is essential to ensure that the companies they lead are properly organized to operate in full compliance, and to protect administrators and leaders in the exercise of their duties.

Our Advisory Services

We offer our expertise to help your business achieve sustainable results

We develop talent for the future

We help you identify your teams' key priorities to succeed.

We create unique learning solutions

By leveraging our entire library of online courses, we develop highly targeted, tailor-made programmes.

We help organisations in their transformation

We help you drive the essential transformations needed to excel in a constantly evolving world.

Our partners

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

Apiax
Intuition
Smart Certificate
Col de chemise avec un mètre ruban sur l'épaule.

How can we help ?

We look forward to discussing your specific needs! For more information or any question about our training programmes:
Contact us