Training programmes for financial intermediaries
affiliated with Self-Regulatory Organisms
Our training programmes
We provide a wide range of training programmes recognized by SAQ as recertification measures for Certified Wealth Management Advisors - CWMA.
These programmes provide the training required by law for financial intermediaries affiliated with a Self-Regulatory Organism - SRO: Arif, So-Fit, OAD FCT, Polyreg, SRO-SLV, SRO-SAV-SNV, SRO-SVV, SRO-SVIG, OAR-fiduciaire, VQF.
They cover both the code of conduct and expected behaviours, as well as the professional and technical knowledge essential for working in the banking and financial industry.
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 SAQ as recertification measures for CWMA.
Our programmes for financial intermediaries
Allow you to build foundational knowledge or refresh your understanding of key topics related to investment products and to the provision of investment advice
are suitable for financial intermediaries affiliated with all Self-Regulatory Organisms - SRO: Arif, So-Fit, OAD FCT, Polyreg, SRO-SLV, SRO-SAV-SNV, SRO-SVV, SRO-SVIG, OAR-fiduciaire, VQF.
allow you to master current themes such as artificial intelligence and cryptocurrencies, cybersecurity, sustainability, and many more.
training programmes for financial intermediaries
Moving forward
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 programme perfectly adjusted to the specific needs of your teams.
