LEARNING SOLUTIONS

Certified training program for bankers portfolio managers and family offices

Premium
Gold
Platinum

LEARNING SOLUTIONS

Certified training program for bankers portfolio managers and family offices
Certified training program for bankers portfolio managers and family offices – Premium solution
CHF 888
Certified training program for bankers portfolio managers and family offices – Gold solution
CHF 1'188
Certified training program for bankers portfolio managers and family offices – Platinum solution
CHF 1'288
Clear

Certified training program for bankers portfolio managers and family offices

This program contains courses on regulations applicable to the activities of bankers, portfolio managers and family offices, as well as courses to refresh or acquire professional knowledge on investment products and services, wealth and portfolio management.

The regulatory courses included in this program as well as those available with the Gold and Platinum options on cybersecurity, AI ethics, cryptocurrencies and behavioural finance, are recognized by SAQ as recertification measures for CWMA.

Overall 11,5 SAQ credits are available within the Premium option of this program, whilst 5 additional SAQ credits are available with the Gold and Platinum options.

Please note that currently the course on Cross-border activities’ regulations is available in French only, English translation will become available in Summer 2022.

The 11,5 SAQ credits recognised for CWMA recertifications are based on the following courses:
Mandatory training on the prevention of money laundering: 5,15 SAQ credits
– Swiss law against money laundering and terrorism financing
– Market Abuse
– Sanctions
– Conflicts of Interests

Training on further regulations: 6,35 SAQ credits
– Introduction to the FINSA
– Réglementation de l’activité transfrontière (cross-border) (in French only)
– FATCA
– GDPR
– Mifid II
– Ethics, culture and conduct

Every year the content of this program is adapted and enriched so that financial intermediaries have the possibility to update their knowledge on the main regulations impacting their professional activity, in a targeted way and at their own pace, fully or partially.

As soon as new courses are added to this program they are submitted to SAQ for accreditation purposes.

Please feel free to contact us to meet us and see how this program can be adjusted, enriched as much as need to fit your specific needs and business priorities. For example, a tailor-made dedicated program could be assigned to your new joiners or for a specific team.

In addition to the regulatory courses described above, the Gold and Platinum options also include
– an online “à la carte” library on investment services
– an introductory program to cybersecurity, AI ethics, cryptocurrencies, Fintech and behavioural finance, recognized by SAQ as a recertification measure for CWMA: 5 additional credits.

The Platinum option also includes
– 18 courses and 12,5 training hours on sustainability fundamentals and its impacts on finance and investment services.

Your Advantages

SIMPLICITY

Register in a few clicks and access all your training activities in one single place.

FLEXIBILITY

Learn at your own pace and convenience, 24/7 from anywhere.

JUST IN TIME

Plan your activities to comply with regulatory deadlines.

Interactivity

Meet our experts and receive personal advice and feedback.

Efficacy

Optimize your training time and investments: satisfy various training requirements with one single program.

Compliance
Download and print your certificates online at any time

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 program perfectly adjusted to the specific needs of your teams.

Compare offers

Premium

Gold

Platinum

Prevention of money laundering

Other regulatory courses

90 days access to Cofaktory platform

Reminders on deadlines and personal dashboard

Smart certificates available at any time

Additional 90 days access to the Cofaktory platform

“à la carte” library: 50 courses on the fundamentals of investment services

Introduction to cybersecurity, AI ethics, cryptocurrencies, Fintech, and behavioural finance

“à la carte” library: 40 advanced courses on investment services

Sustainability fundamentals

For more information

15 + 3 =