Cross Border Foundation

CHF 200.00

Enrollment duration: 60 days from the enrollment day

This course lays the foundation for compliant client interactions. It teaches crucial knowledge in the following areas:

  1. Cross-border principles, key terms and definitions.
  2. Main risks associated with cross-border business.
  3. The day-to-day challenges of advising clients.
  4. Internal policies concerning cross-border business (optional).
  5. Internal cross-border framework and business travel rules (optional).
 

Participants will apply their knowledge with the help of ten real-life business cases.

ABOUT THE COURSE:
  • Time: Approximately 20 minutes.
  • Target audience: All employees who may come in contact with clients and/or prospects.
  • Prerequisites: None
  • Assessment: There is no formal assessment with this course.
  • Certification: Upon completion, participants will earn a certificate.
  • Language: English
Course Duration: Approximately 15 minutes
Assessment: A formal assessment consisting of 10 questions with a passing grade of 80% forms part of this course.
Target audience: All employees and new joiners in financial institutions and intermediaries.
Certification: Upon completion, participants will earn a certificate
Prerequisites: None
Language: English

Course Duration: Approximately 15 minutes

Assessment: A formal assessment consisting of 10 questions with a passing grade of 80% forms part of this course.

Target Audience: All employees and new joiners in financial institutions and intermediaries.

Certification: Upon completion, participants will earn a certificate

Prerequisites: None

Language: English

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