E-LEARNING COURSE for individuals and businesses

Placement of Financial Products – CH

ABOUT THIS course

Enrollment duration for individuals: 60 days from purchase date

Price: CHF 350.-

This e-Learning course on placement of financial products in Switzerland provides a comprehensive overview of the key concepts and regulations surrounding the distribution of financial products. Participants will explore fundamental definitions of financial services and instruments, gaining clarity on when the distribution of such products constitutes an offering.

The training covers essential topics such as the rules and principles of the Key Information Document (KID) and concludes with an analysis of Collective Investment Schemes (CIS) and the issuer's perspective on the relevant Prospectus document.

TIME

Approximately 30 minutes

LANGUAGE

English

SAQ CREDITS

0.5h

PREREQUISITES

None

TARGET AUDIENCE

All employees who may be involved in the issuing and/or offering placement of financial products.

CERTIFICATION

Upon successful completion, participants will obtain an SAQ-certified certificate.

ASSESSMENT

A formal assessment consisting of 10 questions with a passing grade of 80%.

PURCHASE

This course is available as part of a corporate offer or individual purchase.

FAQ

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.

Contact us

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