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


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


Try our e-learning

Are you interested in getting to know our e-learning platform? Then contact us for a demo or trial access.

Get in touch