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 - GFI - supervised by any Swiss supervisory organisation (SO), and on the technical & professional expertise essential for delivering leading-edge wealth management services.
What makes us different
Simplicity
Register in a few clicks, start immediately
Flexibility
Learn at your own pace, 24/7 from anywhere.
Quality
World-class content, updated to reflect the latest regulatory and technology developments.
Efficiency
Satisfy multiple training requirements with one single programme.
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 - GFI - supervised by any Swiss supervisory organisation: AOOS, FINcontrol, OSIF, OSFIN, SO-FIT.
Allow you to master current themes such as artificial intelligence and cryptocurrencies, cybersecurity, sustainability, and many more.
Basics for every wealth manager
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 world-class experts and tailor training programmes to your needs, whether you are building foundational knowledge or sharpening your expertise on the topics that matter most.
Our leading-edge programmes are regularly updated to reflect the latest regulatory and technology developments.
We help you stay sharp on the fundamentals of your profession and ahead of the trends shaping it — from artificial intelligence and Fintech to ESG and sustainability.
To start learning
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
FAQ
Do these programmes count towards my CWMA recertification?
Yes, our courses are recognised by SAQ and provide credits towards your CWMA recertification.
Can I purchase my programme today and start learning in a couple of months?
Yes, all programmes are 100% online and available 24/7, so you can learn whenever it suits you.
