Training programmes for Client Advisors
Recognized by all the Swiss registers for client advisors
Choose our training programmes required by the Swiss registers 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 programmes on the 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
Other programmes for client advisors
Start Learning Now
Step 1: Choose your training programme
Step 2: Register
1 click away, directly online
Step 3: Learn
at your own pace, you can pause and resume as needed
step 4: Obtain your certificate
via email, within 2 business days after completing your 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.
