Training programmes for wealth managers
Earn SAQ credits for your CWMA recertification
Our training programmes
Focus on the regulatory & compliance knowledge required by the law for all wealth managers submitted to any Swiss supervisory organisations (SO), and on the technical & professional expertise essential for delivering leading-edge wealth management services.
simplicity
Register in a few clicks
Flexibility
Learn at your convenience, 24/7 from anywhere
Pragmatism
Focus on practical cases from your daily business
Basics for ALL wealth managers
more programmes for your CWMA recertification
Fully tailored to your needs and interests
Your CWMA recertification A LA CARTe
Because every wealth manager has unique clients, training needs and professional interests, this unique programme is built around yours.
Just for your team we will pick the most relevant courses from our full catalogue : including all the Swiss regulatory contents and the entire library developed by Intuition KnowHow - Premier digital learning solution for financial services, covering international regulations and professional knowledge for banking and finance professionals.
We select together the courses that are most relevant to you. We then handle the entire SAQ accreditation process for your bespoke selection and set up the programme on our platform.
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.
To start learning
Step 1: Chose 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.
