FinSA requires financial professionals who seek to be listed in a Swiss register of financial advisors to provide proof of their knowledge about existing regulations. The training is tailored to these requirements, i.e. Art. 6, Art. 22, Art.28 and Art. 29 of Financial Services Act (FinSA) for foreign and domestic client advisors, and is recognised by FINMA-licensed certifying bodies. It is also aimed at employees from different functional areas who need to possess extensive knowledge of current regulations.
The course covers a comprehensive list of subjects with deep dives into the topics of: