FinSA Advanced

The Financial Services Act (FinSA) Advanced e-Learning course is designed for financial professionals aiming to meet the regulatory knowledge requirements for registration in the Swiss financial advisor registry. 

Participants will gain an in-depth understanding of key topics, including client segmentation and onboarding, information duties, suitability and appropriateness, transparency in client orders, financial instrument offerings, and conflict of interest management.

The course also addresses FinSA’s procedural and organizational requirements, ensuring compliance with Swiss regulations.