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FinSA - Financial Services Act Introduction

  
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Take your career and financial skills to the next level!

The Swiss Financial Services Law (FinSA/LSFin) was enacted in January 2020.
It is a new financial law in Switzerland that aims to: define a code of conduct for the provision of financial services and financial instruments, create a level playing field between financial service providers and strengthen investor protection.
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This training is recognised by SAQ as a recertification measure for certification Client Advisor Bank.

What's included

Up-to-date, complete training that can be tailored to your needs

Interactive case studies

Examples based on real-life scenarios

Fully customisable

 Our course can be fully customised to suit the needs of your workforce.

Downloadable information guides

Access to informative guides and checklists on client segmentation information, code of conduct and client risk profile forms. 

Multiple languages

A multilingual team? No problem! Our course is available in English and French.

Evaluation

Formal assessment with 10 questions. This serves as a reference for learners to test their knowledge of the regulations under the LSFin SA.

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DÉTAILS
  • 20'
  • French & Englsih
  • Computers and tablets
  • Final test / 10 questions
  • Certificate
Objectives
  • Classify clients according to the main principles of the LSFin.
  • Identify the principles and objectives of the LSFin/LPCC classification.
  • Apply the rules of conduct in the provision of financial services to clients.
  • Knowing and complying with the LSFin "Best Execution" and organisational rules.
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  • Introduction to FinSA
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CONTENU
  • Videos 
  • Case studies
  • Quiz

For your organisation

As an option, depending on your needs:

Customisation

Adding / deleting content

Update examples to suit your sector

Traduction

Possibility to translate these courses according to the needs of your audience

Export

Delivery of scorm files for hosting on your LMS

Contact us

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