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    FINSA continuing education for bankers & financial intermediaries

    Learning solutions

    FINSA continuing education for bankers & financial intermediaries
    CHF 244

    Contents of the course

    Continuing education on FINSA.
    Recognised by SAQ as an official recertification measure for CWMA: 2 SAQ credits

    This program has been designed to allow bankers and financial intermediaries to learn the key principles of FINSA rules of conduct.

    Through a very pragmatic approach focusing on the day to day of bankers and financial intermediaries, this program provides practical tools that can be downloaded from the e-learning to facilitate the implementation of FINSA Rules of conduct.

    The whole program can be followed remotely and at any convenient time.

    IF you plan to purchase this training for 5 people or more, please contact us to obtain a discount: service @ cofaktory.com.

    • A 2H e-learning course on FINSAFocused on the daily practice of bankers and financial intermediaries with a final knowledge test

      Les Principes de la LSFn FINSA rules of conduct

      This e-learning covers:

      – FINSA fundamentals & client classification – FINSA Rules of Conduct – suitability and appropriateness of financial services – Other FINSA provisions (with regards to Rules of Conduct) – Downloadable Practical tools to facilitate FINSA implementation, for example client classification. – Online test



    • 3 practical tools to download

      To facilitate your implementation of FINSA Rules of Conduct, you can download from the learning course the 3 following tools:

      • 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.


    • 1 "SMART" certificateOnce the training path is completed

      COFAKTORY delivers 100% secure digital certificates: those can be downloaded and shared as needed. Their validity can 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 program 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

    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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