
Fit for FinSA

Insurance
Banking & finance

195 minutes
11 topics

German
English
French













With the introduction of new FinSA and FinIA regulations, financial service providers and their employees are facing new challenges. Targeted profiling and categorisation of customers, situation-specific advice, comprehensive documentation obligations are core requirements that legislators demand of customer advisors and other employees at banks. The modular, interactive training offered by Fintelligence, imc and Primecoach prepares participants specifically for the extended regulatory requirements. Learning controls and a comprehensive final test certify the learning success. The training is recognized by SAQ as a re-certification measure within the framework of the customer advisor certification at banks.
Request e-learning bundle now
Would you like to request the Fit for FinSA e-learning bundle, purchase group licences or clarify any further aspects? We look forward to hearing from you and will process your enquiry as quickly as possible.
Would you like to collaborate and create customised e-learning content that inspires your employees and is optimally tailored to your company’s requirements?

Compliance policies

Compliance

5,5 hours
7 topics

German
English
parts in French

Global








With the Compliance e-learning bundle, your employees learn about the compliance policies and their impact on the day-to-day working environment in a compact and easy-to-understand format. The trainings create an awareness of the necessity of the respective compliance topic and illustrate the principles of the individual areas by showing case studies and exercises. The courses adopt didactic-methodical learning approaches.
Request e-learning bundle now
Would you like to request the e-learning bundle on compliance, purchase group licences or clarify any further aspects? We look forward to hearing from you and will process your enquiry as quickly as possible.
Would you like to collaborate and create customised e-learning content that inspires your employees and is optimally tailored to your company’s requirements?