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    FINSA Basic Certifying Program for Client Advisors 2021 Version

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    Archived

    FINSA Basic Certifying Program for Client Advisors 2021 Version

    Initial / basic certification programme on FinSA for client advisors

     

    Click here to access our latest version of this programme

     

    All our training programmes for client advisors have been approved by all the Swiss registers for client advisors: ARIF, Regservices (BX Swiss), and RegFix.

    Our targeted programmes allow client advisors to obtain their initial certification and to renew their registration every second year. On a regular basis we update our programmes to integrate the latest developments and case law.

    Through a very pragmatic approach focusing on the day to day of the client advisors, our 100% online programmes can be followed remotely and at any convenient time.

    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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