100% online and stand-alone
FinSA - Financial Services Act Introduction
Write your awesome label here.
MENU
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.
Write your awesome label here.
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.
Write your awesome label here.
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.
Menu
- Introduction to FinSA
CONTENU
- Videos
- Case studies
- Quiz
For your organisation
As an option, depending on your needs:
Contact us
Thank you!