Unlock your impact
100% online - CWMA recertification - FinSA certification.
Compliance & professional skills training that makes a difference, 100% online.
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Choose your path
Scroll down to discover training programmes tailored to your role, or explore our entire training library
Our training solutions
Whether you are a banker, wealth manager, client advisor, board member, executive, or financial professional, explore our turnkey training programmes.
Available 24/7, from anywhere, our programmes address the regulatory, compliance, and risk challenges you face, along with the technical and behavioural expertise required to deliver leading-edge, fully compliant financial services.
FinSA made easy for
Client Advisors
From Switzerland or abroad, to satisfy the training requirements of the Swiss registers for client advisors with our FinSA initial certification (4hr), or with our continuing education (2hr), our 100% online training solutions allow you to learn and obtain your certificate from anywhere, anytime.
All our programmes for client advisors are recognised by all the Swiss registers for client advisors.
Training programmes for
Wealth managers
Our programmes cover the essential regulatory and compliance knowledge required by law for wealth managers subject to supervision by the supervisory organisations (SO), as well as the technical and professional expertise needed to develop your commercial activity and stay up to date on all relevant matters.
Our programmes are suitable for wealth managers supervised by all the Swiss supervisory organisations.
Training programmes for
Bankers & Banks
We offer various training programmes recognised by SAQ as recertification measures for the CWMA (Certified Wealth Management Advisors). These programmes meet the legal requirements for bankers and banks as well as for financial entities affiliated with a self-regulatory organisation (SRO).
They cover the code of conduct as well as professional and technical knowledge.
Training programmes for
Risk & Compliance officers
Our programmes for risk & compliance officers provide in-depth knowledge of Swiss and international regulations applicable to banking and financial activities.
Our training courses on products and services offered to clients of the banking industry ensure a thorough understanding of the nature of the services provided.
Training programmes for
Board members and directors
As a board member or director, our programmes give you the depth and clarity on risk management and corporate governance to lead with confidence, ensure full compliance, and protect both your organisation and yourself.
Training programmes for
Financial intermediaries
Our training programmes for financial intermediaries affiliated with Self-regulatory Organizations - SRO - cover the legal requirements in terms of anti-money laundering and compliance training.
SAQ credits for your
CWMA recertification
We provide 100% online training programmes recognised by SAQ as recertification measures for CWMA (Certified Wealth Management Advisors) and focusing on key trending topics.
Whether you need 4, 15 or 24 SAQ Credits, these programmes meet the legal requirements for financial entities, bankers and wealth managers, covering both the code of conduct, and the professional and technical knowledge relevant to your activity.
FAQ
How much do the courses cost? Prices vary by programme, starting from CHF 222. Follow the link to every single programme and you will find the exact contents and the price.
How can I find the right training for me ?
The best way, from our homepage, is to select the page that best corresponds to your profession and there you will find the programmes selected specifically, taking into account the legal training requirements applicable to you.
Another approach is to explore our entire library and look at the various programmes.
Are the training programmes recognised by the Swiss registers for client advisors ?
All the Swiss registers for client advisors recognise our programmes for client advisors: the initial FinSA certification and the continuing education.
Do I have to follow your training in one go or is it possible to split it over several sessions?
All our programmes can be started, paused and resumed at any time. The only rule is: do not interrupt a test.
Can I start immediately after paying?
After paying online you will receive an email notification with your access details and you start learning immediately. If you do not find it, check your Spam folder.
What if I lose my certificate ?
We deliver smart certificates which can be checked, printed, shared, recovered at any point in time, independently from the access to our platform.
What should I do if I have completed my training and I did not receive my certificate ?
Once issued, certificates are sent from the smartcertificate.com platform directly to your email address. If you don't receive this email within 2 business days after completing your programme, check your Spam folder. If you have received nothing there, contact our client service team via email: service(at)cofaktory.com
What if I don't pass the test at the end of a course ?
You can repeat every test until you pass it. There is no limit.
Once I have completed my training, what do I need to do to receive my certificate ?
Once you complete your programme, our team is automatically notified and your certificate is issued within 2 business days. Nothing to do on your end.
Why are some programmes not displaying SAQ credits for CWMA recertification ?
Most our programmes have been submitted to SAQ and are since then recognised as recertification measures for CWMA.
If you are interested in a programme that does not yet display a number of SAQ credits available, let us know. We will be happy to provide further information or/and to manage the accreditation process towards SAQ so that you can earn credits.
Some programmes appear on several pages for different professions, why ?
We want to make sure that for every profession a specific offer is curated that fits the exact needs. Some of our programmes have been developed to fit the needs of several professions. Therefore they appear on several pages.
Our partners
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