E-LEARNING COURSE for individuals and businesses
Placement of Financial Products – Switzerland
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
The course provides an overview of regulatory requirements for financial product distribution within Switzerland, including key definitions and principles.
Employees involved in issuing or placing financial products in Switzerland. No prerequisites are required.
A 10-question assessment with an 80% passing score is required 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.