Solution introduction

Audit-proof cross-border and compliance trainings to mitigate business risks

Indigita’s e-Learning solutions include cross-border and compliance trainings for financial intermediaries

Our cross-border courses aim to mitigate risks while dealing with prospects and clients domiciled abroad. We have a wide range of compliance topics to be taught at all levels within your core business structure. All courses are available through Indigita’s own Learning Management System (LMS) or can be provided to the financial intermediaries’ LMS.

SAQ Recertification​
Our e-Learning compliance courses are recognised by SAQ Swiss Association for Quality and allow client advisors to earn credits towards their professional recertification with the SAQ.​

Training Obligations​
Did you know that, based on art. 398 Code of Obligations, financial service providers must rely on properly trained and competent professionals to comply with their business obligations and contractual responsibilities? 

That is why, at Indigita, we provide our clients with an extensive portfolio of e-Learning courses, together with an overview of the Swiss legal basis concerning mandatory training.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.