Introduction to the FinSA for Swiss based companies

Our programme on the Financial Services Act (FinSA) meets the training requirements applicable to banks and other financial entities, to financial intermediaries, wealth managers, as well as risk and compliance officers.

Focusing on practical cases from your daily business activity, our programme will provide all learners with a sufficient autonomy with regards to the management of your risks whilst operating efficient and compliant business development activities.

Making this programme and certification available to your staff will allow you to prove that you have implemented a structured approach to ensuring proper training on the Financial Services Act (FINSA), specifically on the FinSA code of conduct.

Detailed contents

• A 2-hour e-learning course on the fundamentals of the Swiss Financial Services Act (FINSA) available in French and in English.
• 3 practical tools to download

This programme is 100% online and the e-learning course ends with an online test. You can learn at your own pace and convenience, 24/7 from anywhere. Your certificate will be issued and sent to you via email. 

SAQ credits available

This programme is recognized by SAQ as recertification measure for the CWMA. 2 SAQ credits are available in this programme.

Contact

For any question, to purchase this programme for more than 5 people, or to discuss your team’s specific needs, contact our client service team: service @ cofaktory.com

VAT

If your company is based outside of Switzerland please purchase the same programme available here.