Your partner for personnel development and training in the financial services industry
Embrace the new generation of client advisors in wealth management
Now in London, Singapore and everywhere in the world you want us to be
Fintelligence – Leader in online and onsite training
Individual, tailor-made, sustainable and effective
You are a financial institution that aspires to advance the know how of your bank employees to consistent and high levels. Fintelligence is your ideal partner – we can help your employees acquire relevant, practical skills to help your organisation achieve its business goals.
We can help your employees develop key competencies on a timeline and schedule that suits your needs.
The unique Fintelligence e-learning platform enables financial professionals to acquire relevant, practical skills whenever an wherever they like. The online modules include topics such as investment instruments, financial planning, corporate banking, macroeconomics and compliance.
The acquired knowledge can be verified reliably via online tests. Moreover, as a SAQ-certified institution, Fintelligence carries out exams for all client advisor roles.
In order to further develop and improve advisory competencies of your client-facing staff, Fintelligence creates modular training programmes and individual coaching sessions in line with your organisation’s philosophy. Additionally, we offer tailor-made training programmes on technical topics using multiple means of delivery, such as online, onsite and blended learning.
We offer specialised tutorials for groups and individuals in order to further develop and validate the technical expertise of financial professionals. We discuss test questions and explain the underlying theories in an illustrative way.