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.