Your partner for personnel development and training of bank employees
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 ist your ideal partner.
Bank employees can continuously develop the most critical competencies without constraining or interrupting their day-to-day business.
The unique Fintelligence e-learning platform enables client advisors to acquire relevant banking know how independent of time and location. The online modules include topics such as investment instruments, financial planning, loans and mortgages, 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 sharpen and further develop advisory competencies of your client advisors, Fintelligence runs training units and individual coachings in line with the specific advisory philosophy of your institution. Additionally, Fintelligence offers you tailor-made onsite trainings with renowned experts on technical topics.
In order to further develop and validate the technical expertise of client advisors, Fintelligence offers specialized tutorials for groups and individuals. Test questions are discussed, and underlying theories are explained in an illustrative way.
Our e-learning modules
Banking & Finance Suite
The Banking & Finance Suite focuses on more than 75 modules in the areas of Investment, Finance and Macroeconomics.
Bank Compliance Suite
The Bank Compliance Suite includes all areas relevant to a modern organization: Anti-Money Laundering, Data Security, Code of Conduct, Cross Border, AEOI, FATCA, LS-FIN and MiFID II.
Wealth Planning Solutions
Wealth Planning Solutions includes relevant legal and tax issues, retirement planning and international wealth planning.
Certifications in accordance with SAQ
Fintelligence offers you training and certification programs tailored to your specific client advisor role:
Wealth Management Advisor CWMA
Corporate Banker CCoB
Advisor Individual Clients
Advisor Private Clients
Advisor SME Clients
Advisor Affluent Clients
News
17. November 2020
Fintelligence is accredited by CISI
We are pleased to announce that Fintelligence has been approved as an endorsed CPD activities provider by CISI. For more … read more
3. August 2020
Proof of knowledge for entry in the Swiss Client Advisor Register
Are you advising Swiss clients on behalf of a financial service provider that is not subject to prudential supervision in … read more
7. April 2020
E-learning offering of Fintelligence accredited by the SAAM (Swiss Association of Asset Managers)
External asset managers and their advisors can now participate at Fintelligence’s SAAM-accredited e-learning programs and earn credit points. By doing … read more
18. October 2019
VP Bank: Client advisors successfully SAQ-certified with Fintelligence
With Fintelligence as a training and certification partner, VP Bank has successfully certified its client advisors according to the SAQ … read more
8. October 2019
Resource resilience for client advisors at banks
The ‚Resource Resilience for Client Advisors‘ training program develops the skills and abilities of client advisors in a targeted and … read more