Certification

The financial industry is undergoing a rapid change, which is constantly imposing increasing demands on bank employees Do you as a client advisor want to stay abreast in banking and financial markets and want to have this testified by a certificate? Fintelligence offers you a wide range of banking topics to prepare you for the certification exam in a process customized to your specific needs.

 

Which certifications do we offer?

Addressing client advisors at banks: Certification in accordance with SAQ

The certificate ‚bank client advisor‘ attests that you as a practitioner possess in-depth know-how in banking, extensive knowledge regarding financial products, and outstanding consulting skills, all of which enable you to offer excellent advice to your clients.

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Addressing independent asset managers: SAAM certification

Fintelligence offers you an extensive range of training courses accredited by the Swiss Association of Asset Managers (SAAM).

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Entry into the Swiss Client Advisor Register

Fintelligence offers you an attractive e-learning and e-testing course, allowing you to obtain proof of knowledge for entry into the Swiss Client Advisor Register quickly and in a targeted manner.

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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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