In light of the introduction of FinSA and FinIA, financial service providers and their employees face new challenges. Targeted profiling and categorisation of clients, advice appropriate to the specific situation and comprehensive documentation are core requirements demanded by the legislator.
The modular, interactive e-learning suite „Fit for FinSA“ from Fintelligence and IMC prepares your client advisors and other employees for the increasing regulatory requirements. Simulation tests and a final self test will certify the learning success. The e-learning suite „Fit for FinSA“ is recognised by SAQ as a recertification measure within the scope of client advisor certification at banks.