Our video training “Knowledge Code of Conduct” provides domestic and foreign financial service providers according to FinSA as well as legal and compliance officers with the knowledge required by law as well as informative knowledge on the subject.
Content of the video training
- Scope of FinSA
- Advertising and offer
- Client segmentation
- Code of conduct and organisational measures
- Register of advisors and ombudsman’s office
- Liability and criminal provisions
Format
Attractive, flexible knowledge transfer with the help of our avatar-based training. Once you have registered, you will receive your personal access to the modular video training course. Learn at your own pace, comfortably, 24/7 and from anywhere.
Your advantages at a glance
YOur training. Your entry in the register of advisors
Contact us, we will be happy to assist you.
- Start at any time
- Online, time- and location-independent standardised video training conducted by experts
- Available languages: German, English
- Confirmation of participation (recognised for registration in a Swiss register of advisors)
- 2 training programs:
Initial training ca. 4.5 h and refresher training ca. 2.5 h (for renewal of registration after 24 months at the latest)