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.


19. April 2021

New e-learning module available on “Sustainability in Banking”

Fintelligence is continuously extending its library. Most recently, it has added the very topical and relevant online module “Sustainability in … read more

7. April 2021

New e-learning module available on “Digitalisation in Banking and Fintech”

Fintelligence is continuously extending its library. Most recently, it has added a very topical and relevant online module:   Many … read more

9. February 2021

Fintelligence Market Study 2021/22

We are pleased to present you this year’s market study “Challenges and trends in banking in Switzerland”. Once again, we … read more

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


Try our e-learning

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

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