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    FinSA 2025 refresher

    Learning solutions

    FinSA 2025 refresher
    CHF 222

    FinSA 2025 refresher

    As a financial services provider authorized by the FINMA, this 100% online course is made to help you meet your training requirements, whether you are a qualified manager or an employee.

    The FinSA 2025 refresher helps you manage the swiss regulatory risks associated with your professional activity. More precisely the course includes:
    – A refresher on the FinSA code of conduct : duty to provide information, appropriateness and suitability of Financial Services, documentation and rendering of account, transparency and best execution of client orders.
    – A practical analysis of recent case law enacted by the Swiss courts to help you understand the legal risks associated with your activity.

    This interactive course is concluded by a test with 10 questions, 7 of which must be answered correctly to obtain your certification. You can take this course and test at your own pace and convenience. Once you have completed both you will receive your smart certificate via email within 2 business days.

    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.

    For more information

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