fidleg mockup
Fit for FinSA
Be perfectly prepared for the new requirements of FinSA and FinIA in Switzerland.
E-LEARNING BUNDLE

Fit for FinSA

Category

Insurance

Banking & finance

Scope

195 minutes

11 topics

Languages

German

English

French

Partner
A GLIMPSE OF THE E-LEARNING CONTENT
elearning FinSA

How you benefit

With the introduction of new FinSA and FinIA regulations, financial service providers and their employees are facing new challenges. Targeted profiling and categorisation of customers, situation-specific advice, comprehensive documentation obligations are core requirements that legislators demand of customer advisors and other employees at banks. The modular, interactive training offered by Fintelligence, imc and Primecoach prepares participants specifically for the extended regulatory requirements. Learning controls and a comprehensive final test certify the learning success. The training is recognized by SAQ as a re-certification measure within the framework of the customer advisor certification at banks.

 

Topics:

  • The purpose and goal of FinSA
  • Client protection
  • Scope
  • Client segmentation
  • Client profiling
  • Appropriateness and suitability review
  • Precontractual information
  • Basic information sheet and prospectus requirement
  • Code of conduct for client orders
  • Documentation and accountability
  • Applicability of MiFID 2 in Switzerland
CONTACT US

Request e-learning bundle now

Would you like to request the Fit for FinSA e-learning bundle, purchase group licences or clarify any further aspects? We look forward to hearing from you and will process your enquiry as quickly as possible.

We also produce custom content

Would you like to collaborate and create customised e-learning content that inspires your employees and is optimally tailored to your company’s requirements?