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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

A GLIMPSE OF THE E-LEARNING CONTENT
elearning FinSA
LEARNING TOPIC OVERVIEW
The purpose and goal of FinSA
Client segmentation
Precontractual information
Documentation and accountability
Client protection
Client profiling
Basic information sheet and prospectus requirement
Applicability of MiFID 2 in Switzerland
Scope
Appropriateness and suitability review
Code of conduct for client orders
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.

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?

elearning compliance
Compliance E-Learning
Teach compliance policies in a memorable and easy-to-understand way.
E-LEARNING BUNDLE

Compliance policies

Category

Compliance

Scope

5,5 hours

7 topics

Languages

German

English

parts in French

Area of use

Global

A GLIMPSE OF THE E-LEARNING CONTENT
elearning compliance
LEARNING TOPIC OVERVIEW
Basics of Compliance
Anticorruption
Antitrust Law
Information Security
Data protection incl. GDPR
Money Laundering Prevention
General Equal Treatment Act
HOW YOU BENEFIT

With the Compliance e-learning bundle, your employees learn about the compliance policies and their impact on the day-to-day working environment in a compact and easy-to-understand format. The trainings create an awareness of the necessity of the respective compliance topic and illustrate the principles of the individual areas by showing case studies and exercises. The courses adopt didactic-methodical learning approaches.

   

CONTACT US

Request e-learning bundle now

Would you like to request the e-learning bundle on compliance, 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?