Solution introduction

The financial industry is undergoing a rapid change, which is constantly imposing increasing demands on bank employees

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 we offer?

Addressing client advisors at banks: Certification in accordance with SAQ
The certificate bank client advisor' attests that you as a practitioner possess in-depth know-how in banking, extensive knowledge regarding financial products, and outstanding consulting skills, all of which enable you to offer excellent advice to your clients.

Addressing independent asset managers: SAM certification
Fintelligence offers you an extensive range of training courses accredited by the Swiss Association of Asset Managers (SAM).

Entry into the Swiss Client Advisor Register
Fintelligence offers you an attractive e-learning and e-testing course, allowing you to obtain proof of knowledge for entry into the Swiss Client Advisor Register quickly and in a targeted manner.

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.