Training programmes for wealth managers
Our training programmes
focus on the regulatory and compliance knowledge required by the law and the regulatory requirements for all the wealth managers submitted to any Swiss supervisory organisations (SO), as well as on the technical and professional expertise essential for delivering leading-edge wealth management services.
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 wealth managers
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 wealth managers supervised by any Swiss supervisory organisations : AOOS, FINcontrol, OSIF, OSFIN, SO-FIT.
allow you to master current themes such as artificial intelligence and cryptocurrencies, cybersecurity, sustainability, and many more.
training programmes for wealth managers
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To start learning
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 programme perfectly adjusted to the specific needs of your teams.
