FinSA training for Client Advisors

Simple. Fast. Compliant. Stay focused on your clients.

Your FinSA training — 100% online, from CHF 222, recognised by all Swiss registers.

FinSA Initial Certification - CHF 333FinSA Continuing Education - CHF 222
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FinSA pioneer since 2020

100% client retention among active advisors

Recognised by BX, ARIF and RegFix

100% online

Registering for the first time?

FinSA Initial certification - 4 hours - CHF 333

Everything you need to meet your Swiss register's initial certification requirements — online, at your own pace.

Available in English and French, this 4-hour programme focuses on practical business cases from your daily work — giving you the autonomy to develop your business efficiently and compliantly.

This programme covers:

  • the FinSA fundamentals and client classification,
  • the FinSA Rules of Conduct – suitability and appropriateness of financial services, and other FinSA provisions
  • other laws applicable to the client advisors’ activity
  • a practical analysis of recent case law enacted by the Swiss courts
  • the fundamental risks and concepts applicable to cross-border financial services
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Time to renew your registration?

FinSA Continuing Education - 2 hours - CHF 222

Everything you need to meet your Swiss register's renewal requirements — online, at your own pace. Available in English, this 2-hour programme focuses on practical business cases from your daily work and helps you manage the regulatory risks associated with your financial activities in relation to Switzerland, wherever you are based.

This refresher on the FinSA code of conduct focusing on the main duties of the client advisor:

  • Duty to provide information,
  • Appropriateness and suitability of Financial Services,
  • Documentation and rendering of account,
  • Transparency and due care of client orders.

+ A practical analysis of recent case law enacted by the Swiss courts.

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Need to certify your professional knowledge to register?

Professional Knowledge + FinSA Initial Certification - CHF 666

Everything you need to meet your Swiss register's requirements in one single programme — your Initial Certification combined with 35 professional knowledge courses, developed by Intuition KnowHow, a **world-class **digital learning provider for financial services.

This combined offer includes

  • the FinSA initial certification programme in English and French
  • + 35 courses in English developed by Intuition KnowHow, the Premier Digital Learning Solution for financial services, recognised by all the Swiss Registers for client advisors in terms of "Professional Knowledge" covering:
    • Introduction to Financial Markets
    • Business of Banking & Finance
    • Life of a Trade
    • Asset Allocation & Portfolio Construction
    • Asset Classes
    • Introduction to Credit Risk
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What our clients say

"The training is high quality, the platform is intuitive, and the assessment doesn't require a computer science degree."
— Independent client advisor, Switzerland

"I completed my training between two client meetings. No classroom, no fixed dates. Just what I needed."
— Independent client advisor, UK

"I left it to the last minute before my renewal deadline. The client service was incredibly responsive and I had my certificate in time. Lifesaver."
— Independent client advisor, UK

Obtain your certificate in 3 steps

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1) Buy your programme online

Choose your programme, pay securely — done in 5 minutes.

2) Complete the training at your own pace

Start immediately. Pause and resume anytime, from anywhere.

3) Receive your certificate by email

Within 2 business days of completing your training — ready to submit to your register.

FAQ

  • Is this recognised by my register?

    All the Swiss registers for client advisors recognize our programmes for client advisors.

  • Can I do it in one go or split it over several sessions?

    All our programmes can be started, paused and resumed at any time. The only rule is: do not interrupt a test.

  • Can I start immediately after paying?

    After paying online you will receive an email notification with your access details and you can start immediately. If you do not find it, check your Spam folder.

  • What if I don't pass the assessment?

    You can repeat every test until you pass it. There is no limit.

  • What if I lose my certificate ?

    We deliver smart certificates which can be checked, printed, shared, recovered at any point in time, independently from the access to our platform.

  • Once I have completed my training, what do I need to do to receive my certificate ?

    Once you complete your programme, our team is automatically notified and your certificate is issued within 2 business days. Nothing to do on your end.

  • What should I do if I have completed my training and I did not receive my certificate ?

    Once issued, certificates are sent from the smartcertificate.com platform directly to your email address. If you don't receive this email within 2 business days after completing your programme, check your Spam folder. If you have received nothing there, contact our client service team via email: service(at)cofaktory.com

  • How long is my certificate valid ?

    As a client advisor, every 2 years you will have to complete 2 hours of training and submit a new certificate to your Swiss register.

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Would you like a personal advice ?

Whether you have a question about the right programme for you, need to train a team, or are looking for a tailor-made solution — we look forward to hearing from you and will get back to you within 24 hours.
Get in touch