CPD & Recertifications

As a client advisor you will want to stay abreast of banking and financial markets, refresh your existing SAQ certificate or the entry in the Swiss Client Advisor Register, and thereby support the solid foundation for your credibility and for building trust with your clients.

You have successfully completed the SAQ certification as a ‚bank client advisor‘ less than three years ago or obtained the entry in the Swiss Client Advisor Register. Before the certificate expires, you would like to extend your certification for further years. Fintelligence offers you an efficient and attractive recertification option.

What recertification measures do we offer?

SAQ recertification:
24-hour e-learning

SAQ recertification requires three learning and training days. Fintelligence offers you the opportunity to complete these lessons online (studying e-learning modules).


Online SAQ recertification: ESG for investment and finance management

Gain essential ESG know-how in order to advise your clients on ESG topics and obtain extensive insights on different approaches to integrate ESG, specifically in investment and credit management.


Online SAQ recertification: Swiss Federal Act on Data Protection (FADP)

The attractive FADP e-learning and e-testing programme for employees in the financial services industry provides the essential knowledge about the revised Swiss Federal Act on Data Protection to ensure that data is handled in compliance with the law.


Fit for FinSA

With the introduction of FinSA and FinIA, financial service providers and their employees face new challenges. Prepare yourself effectively for the extended regulatory requirements.


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 sustainable manner. Client advisors learn methods that will make them competent and confident in exchanges with the client.


Recertification: Entry in the Swiss Client Advisor Register

You have already obtained an entry in the Swiss Client Advisor Register two years ago. Now you would like to renew this entry. To do so, we offer you an attractive e-learning and e-testing programme that you can complete independent of time and place.


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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