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    FINSA – 2022 Continuing Education 2H for Client advisors


    Learning solutions

    FINSA - 2022 Continuing Education 2H for Client advisors
    CHF 244

    Continuing education for client advisors
    This programme meets the exact requirements of the Swiss client advisors’ Registers in terms of continuing education: if you are a client advisor registered with a Swiss Register, you are expected to attend a two-hour training course every second year.

    Our programme has been approved by all the Swiss advisors’ Registers: ARIF, Regservices (BX Swiss) and RegFix.

    Don’t hesitate to click here for more information on the trainings approved by the Swiss Registers.

    This programme includes two 100% online courses which you can take at your own path and convenience, as well as 3 practical tools to download to facilitate your implementation of the FINSA, and in particular your clients’ classification.

    • A 1.15H online refresher course on FINSA

      This 100% online interactive course will allow you to refresh your knowledge on the FINSA and other applicable laws.

      Focused on your day-to-day business, this course will help you manage the risks associated with your professional activity on Swiss soil.

      Among other things, it will provide you with a practical analysis of recent case law enacted by the Swiss courts and related to financial services.

    • A 45' online course on cross-border regulations and governance

      This 45′ course covers the fundamental risks, principles and concepts applicable to cross-border financial services, regardless of the countries in which you operate.

      The objective of the course is to provide you with a sufficient autonomy with regards to the management of your cross-border risks whilst operating efficient and compliant business development activities.

    • 3 practical tools to download

      To facilitate your implementation of the FINSA Rules of Conduct, this program includes 3 practical tools to download:

        • – 1 guide for clients’ classification according to FINSA and CISA


        • – 1 interview guide to assess your client’s ability to tolerate losses

      – 1 practical guide for the Rules of Conduct implementation.

      These tools will help you implement the requirements of the FINSA in particular its code of conduct, in your daily business.

    • 1 "SMART" certificateOnce the training path is completed

      After completing the program you will obtain a 100% secure “Smart Certificate”: which you can download and share as needed. Your certificate’s validity can then be verified.

      The access to smart certificates is not limited in time.

    • 24/7 access for 30 days

      To the Cofaktory portal where you can at any time:

      – Access all contents of the programme to review it entirely or consult a specific part.
      – Download the 3 practical tools introduced during the training
      – Receive information on new trainings available.
      – Access your dashboard

    Your Advantages


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


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


    Plan your activities to comply with regulatory deadlines.


    Meet our experts and receive personal advice and feedback.


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

    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.

    For more information

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