Fit for FinSA

In light of the introduction of FinSA and FinIA, financial service providers and their employees face new challenges. Targeted profiling and categorisation of clients, advice appropriate to the specific situation and comprehensive documentation are core requirements demanded by the legislator.

 

The modular, interactive e-learning suite „Fit for FinSA“ from Fintelligence and IMC prepares your client advisors and other employees for the increasing regulatory requirements. Simulation tests and a final self test will certify the learning success. The e-learning suite „Fit for FinSA“ is recognised by SAQ as a recertification measure within the scope of client advisor certification at banks.

 

Your benefit

Your client advisors and other employees are introduced to the extended regulatory requirements in an intuitive, effective and targeted manner.

The modular structure enables learning on the job and takes the different know-how levels of the employees into account. The modules are attractively designed and include manifold inter-actions, examples and client scenarios. Participants learn independently of time and place.

Online tests ensure that participants have understood and internalized the content.

The product landscape and internal instructions of your bank may be incorporated into the modules. Further adaptations to your specific circumstances are possible.

Our offer

Modular, multimedia e-learning with simulation and final self test.

Available in German, French, Italian and English.

Attractively structured with diverse interactions, case studies, scenarios and links.

Meaningful learning progress checks for the participant and reliable reporting for the bank.

Ready for IMC‘s Learning Management System and other Learning Management Systems. The modules can be run on PCs, tablets and smartphones.

The contents

Aim, purpose and applicability of FinSA

Client segmentation and profiling (incl. opting-in and opting-out)

Appropriateness and suitability test

Obligations to inform the client (ex-ante, ex-post)

Accountability, logging and record-keeping obligations

Comparisons to MIFID II

Downloadable Flyer

For more information download our flyer:

Fintelligence Flyer Fit for FinSA

Partner

This e-learning offer was developed in cooperation with Prime Coach and IMC, the leading full-service provider for digital training.

 

www.im-c.com www.primecoach.ch

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