Fintelligence
HQ Address
Aabachstrasse 8, 6300 Zug, Switzerland
Website Address
Business introduction
Individual, tailor-made, sustainable and effective
You are a financial institution that aspires to advance the know-how of your employees to consistent and high levels
Fintelligence offer training and development programmes with our team of subject matter experts, experienced trainers and leading coaches aimed at the development of financial services professionals (private banking, wealth management, corporate banking and retail banking). Our programmes can help to:
- Enhance dialogue and negotiation skills in client advisory meetings
- Develop and consolidate leadership and strategic decision-making skills
- Acquire and deepen professional skills, e.g. in investment categories, credit management, economics, wealth planning, legal framework and taxes, and banking compliance (e.g. AML or FinSA)
- Instil professionalism in working life and resource resilience
All development measures include knowledge acquisition sequences as well as assessment opportunities. The programmes offered by Fintelligence are approved as recertification measures by SAQ.
Fintelligence Solutions
Banking Compliance E-Learning Courses
Individualisation as an option You as financial institution are free in the selection and composition of the online modules. In close collaboration with you, we align the curriculum thoroughly to your individual business situation and requirements. If you wish, we can also add your own specific contents (e.g. own-brand financial products......
business needs
view solutionBanking & Finance Courses
The Fintelligence course catalogue consists of onsite-programs and online-modules in the four main areas of expertise: Managerial and Business Skills Client Management Skills Financial Products & Investment Management Ethics, Legal, Compliance & Risk All programs and online modules contain assessments and tests and are available in several languages, primarily in English, French, German and Italian....
business needs
view solutionCPD & SAQ Recertification
You have successfully completed the SAQ certification as a ‚bank client advisor‘ less than three years ago. Before the certificate expires, you would like to extend your certification for another three years. Fintelligence offers you an efficient and attractive recertification option. What recertification measures do we offer? Fit for FinSA With the introduction......
business needs
view solutionSwiss Certification
Do you as a client advisor want to stay abreast in banking and financial markets and want to have this testified by a certificate? Fintelligence offers you a wide range of banking topics to prepare you for the certification exam in a process customized to your specific needs. Which certifications do......
