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.