E-LEARNING COURSE for individuals and businesses
Financial Services Act (FinSA) Advanced Exercices Refresher
ABOUT THIS course
Enrollment duration for individuals: 60 days from purchase date
Price: CHF 700.-
The Financial Services Act (FinSA) Advanced Exercises – Refresher e-Learning course is designed to refresh and reinforce the knowledge required by FinSA regulations. Tailored to meet the needs of financial professionals seeking registration in the Swiss financial advisor registry, it addresses the requirements of FinSA (Art. 6, 22, 28, and 29) and is recognized by FINMA-licensed certifying bodies.
Building on the FinSA Advanced course, this training includes a booklet and 12 practical business cases to help participants apply their knowledge and stay compliant with current regulations.
TIME
Approximately 120 minutes
LANGUAGE
English
SAQ CREDITS
2h
PREREQUISITES
FinSA Advanced course (all 11 modules) must be completed before taking these exercises.
TARGET AUDIENCE
Client advisors of domestic and foreign financial institutions. All employees of compliance, legal and risk management, internal audit and operational staff.
CERTIFICATION
Upon successful completion, participants will obtain an SAQ-certified certificate.
ASSESSMENT
Obtain a passing grade of 75% on all 12 business cases.
PURCHASE
This course is available as part of a corporate offer or individual purchase.
FAQ
This refresher course provides exercises and case studies to reinforce FinSA knowledge, focusing on practical application.
Professionals who have completed all modules of the FinSA Advanced course. Completion of FinSA Advanced is required.
Participants must achieve a 75% passing score on all 12 business cases to earn a certificate.
TALK TO AN EXPERT
Do you have further questions? No problem!
Contact us by phone, email or contact form – together, we will clarify all open questions and advise you on the optimal training solution for your company.