Training programmes for Client Advisors

Recognized by all the Swiss registers for client advisors

Training programmes for Client Advisors

Our training programmes

From Switzerland or abroad, to register for the first time, or to renew your registration with a Swiss register for client advisors,
our training solutions allow you to obtain the required certificates.

simplicity

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

Flexibility

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

Pragmatism

Our programmes focus on practical cases from your daily business activity

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 all Swiss registers for client advisors: BX, ARIF, RegFix.

A man smiling behind a laptop

Our programmes on FinSA


Exist since the FinSA is in force in 2020

Cover the FinSA as well as other regulations applicable to client advisors in Switzerland and anywhere else around the world

training programmes for client advisors

Connected Business: Team meeting in an office with a transparent computer network image.

FinSA initial certification for client advisors - 2022

Data-driven decisions: Team discussing in front of a laptop with graphical information, overlaid with a cityscape.

FinSA Continuing education for client advisors 2024-2025

Moving forward

Step 1: I chose my training programme

Step 2: I register

1 click away, directly online

Step 3: I learn

at my own pace, I can pause and resume as needed

step 4: I obtain my certificate

via email, within 2 business days after completing my training

Our unique selling proposition

Efficacity

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

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.

Col de chemise avec un mètre ruban sur l'épaule.

Contact us

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