Financial Product and Sales Training Programmes

Client Solutions > Range of Programmes > Financial Product and Sales Training Programmes

Fintelligence offers a variety of development programmes for relationship managers and product specialists of banks and asset managers. These may take place both onsite and online and include various forms of summative and formative assessment.

The programmes include training in technical skills (such as investment instruments, wealth solutions, credit management, compliance) as well as professional and leadership skills, such as dialogue and interpersonal skills.

Please see our banking & finance courses for details.


As Fintelligence, we pay utmost attention to the quality of our programmes. Our content is regularly updated and reviewed by industry experts.  We have been accredited by renowned industry professional bodies and regulators such as CISI in the UK, or SAQ/SAM in Switzerland. This allows your employees to obtain the necessary credentials for the CPD requirements or re-certification. Find out more about our accreditations and certifications.


Please find here two current case studies:

Case study: Programme for Senior Wealth Management advisors to further enhance client conversation skills
Case study: Internal certification programme for upskilling client advisors at multinational private bank


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