Learning solutions
Our training programmes are intended for all financial services’ providers: bankers, wealth managers, trustees, lawyers, notaries, compliance officers, as well as all professionals registered with a self-regulatory organisation (SRO: AOOS, ARIF, SO-FIT, OAD FCT, Polyreg, SRO-SLV, SRO-SAV-SNV, SRO-SVV, SRO-SVIG, OAR-Fiduciaire, VQF) or with a supervisory organisation (AOOS, FINcontrol, OSFIN, SO-FIT, OSIF). Our courses are regularly updated to reflect the latest evolutions of the best practices and regulations.
All our programmes are designed to help you achieve three goals simultaneously: work in full compliance with the regulations applicable to your business, meet your legal training requirements, and acquire essential skills to make a difference for your clients.
To make this possible our learning solutions go beyond training: they are available 24/7 from anywhere and focus on the application of knowledge and laws in your professional day to day. You are in control of when, what, and how: To stay at the cutting edge of your profession and confidently discuss financial subjects with your clients, select the topics where you’d like to refresh or deepen your expertise. Our training programmes enable you to refine and certify these skills.
SAQ CWMA recertification
As a « Certified Wealth Management Advisor » if you want to renew your certification without taking a new exam, you are at the right place. Our programmes are recognized by SAQ as CWMA recertification measures. Click here to see all the available SAQ credits.
Specific training programmes for client advisors
From Switzerland or abroad, to register or to renew your registration with a Swiss register for client advisors (ARIF, BX, RegFix), our 100% online training solutions are available 24/7. They allow you to learn at your convenience and to receive your certificate online.
Initial training – 4 hours on your first registration with a register
Our initial training will allow you to understand the Swiss financial services act (FinSA) and its implications for your specific activity.
Continuing education – 2 hours to renew your registration every 2 years
Our programme allows you to satisfy this requirement and to refresh your knowledge on FinSA and other regulations applicable to your activity.
Filter by topic:
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FinSA 2025 refresher
CHF 222 -
Banking Risk Management Essentials
CHF 333 -
FinSA Continuing Education for Client Advisors 2024-2025
CHF 222 -
Compliance and regulatory essentials for financial services’ providers
CHF 333 -
Everything about the Fintech
CHF 333 -
Regulatory Essentials for Boards Members and Directors
CHF 333 -
ESG for Financial Services’ providers
CHF 333 -
FINSA – Basic Certifying Programme for Client Advisors 2022 Version
CHF 333 -
Training on the prevention of money laundering, sanctions and conflicts of interests
CHF 333 -
Introduction to the financial services Act FinSA
CHF 222 -
Cross-border regulations and governance
From CHF 222 -
Anti money laundering and prevention of terrorism financing
CHF 222