SAQ Recertifications

As a client advisor you will want to stay abreast of banking and financial markets, refresh your existing SAQ certificate 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. Before the certificate expires, you would like to extend your certification for further years. Fintelligence offers you an efficient and attractive recertification option.

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). By completing the 24-hour e-learning recertification, you fulfill
all requirements for the successful renewal of your certificate.

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Modular e-learning SAQ recertifications

Have you already collected SAQ recertification hours and only need a subset of hours or would you like to put together your individual recertification package based on the topics that interest you? In this case, choose from our new modular recertification offer.

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Which modular SAQ recertification measures do we offer?

Mark the recertification packages you want and fill out the order form below to order them.

 

Industry knowledge E-Learning
Conduct In-class course
SAQ profile:
Banking Essentials
SAQ learning time: 8h
CHF 590.-
 
Investing - Basics
SAQ learning time: 4h
CHF 340.-
 
Investing - Advanced
SAQ learning time: 8h
CHF 590.-
 
Business and corporate loans
SAQ learning time: 8h
CHF 590.-
 
Loans & Mortgages
SAQ learning time: 4h
CHF 340.-
 
ESG
SAQ learning time: 8h
CHF 420.-
 
Crypto and digitalisation
SAQ learning time: 4h
CHF 390.-
 
Fit for FinSA
SAQ learning time: 8h
CHF 590.-
 
FADP
SAQ learning time: 4h
CHF 390.-
 
Anti-money laundering - 4h
SAQ learning time: 4h
CHF 390.-
 
Compliance Awareness - 16h
SAQ learning time: 16h
CHF 990.-
 
Resource resilience for client advisors
SAQ learning time: 16h
Price on request
 
Successful communication
SAQ learning time: 16h
Price on request
 
Effective price negotiations
SAQ learning time: 16h
Price on request
 
ESG introduction and background
SAQ learning time: 2h
CHF 290.-
 
ESG investments
SAQ learning time: 2h
CHF 290.-
 
ESG and lending
SAQ learning time: 2h
CHF 290.-
 
ESG regulation and guidelines
SAQ learning time: 1h
CHF 190.-
 
ESG analysis and data
SAQ learning time: 1h
CHF 190.-
 
ESG stewardship and engagement
SAQ learning time: 1h
CHF 190.-
 
Wealth Planning - Occupational pension scheme
SAQ learning time: 1h
CHF 190.-
 

I would like to order the e-learning courses selected above.

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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