Our entire training library

Explore our entire training library with everything you need to grow your business efficiently in a highly regulated environment, amid constant technological and societal change.

Specifics for bankers and banks Specifics for wealth managers

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Our commitment

We partner with carefully selected experts to deliver leading edge training programmes tailored to your professional reality

Our training programmes are regularly updated to incorporate the latest regulatory developments

Our training programmes are recognized by SAQ as recertification measures for CWMA.

Risk - Compliance & regulatory

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Risk management for Wealth Managers - 4 SAQ credits

Navigation board to manage risks

Banking risk management essentials - 17 SAQ credits

balance et hammer from a judge on a wooden table, reference to justice and laws

Advanced training on anti-money laundering & regulatory essentials - 16 SAQ credits

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Cross-border regulations - 0.75 SAQ credits

banker sitting at desk knowledgeable on FinSA Code of conduct

Everything about the FinSA - 4 SAQ credits

banker with suitcase full of banknotes

Swiss anti-money laundering law - 1.5 SAQ credits

business man sitting with holding hands

FinSA initial certification for client advisors

bankers working together

FinSA continuing education for client advisors

Professional & technical knowledge

ESG and sustainability training for wealth managers

ESG & Sustainability fundamentals - 13 SAQ credits

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AI & Fintech - 10 SAQ credits

bankers in an office with light

Banking and finance fundamentals

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Professional knowledge for client advisors

Combined offers

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Professional Knowledge for client advisors + FinSA initial Certification programme

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Advanced AML & regulatory essentials + AI & Fintech - 26 SAQ credits

bankers talking about sustainability with graphics on macbook

Advanced AML & regulatory essentials + ESG & Sustainability - 26 SAQ credits

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Your CWMA recertification "à la carte" - 24 SAQ credits

To start learning

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Step 1: Chose your training programme

Step 2: Register

1 click away, directly online

Step 3: Learn

at your own pace, pause and resume as needed

step 4: Obtain your certificate

via email, within 2 business days after completing your training

Cofaktory tailor-made training programmes — personalised advice

Contact us

Need expert advice on the best programme for your needs? Looking for a tailor-made solution for your team?

FAQ