FinSA (FIDLEG) - Basic Training

The FinSA (FIDLEG) - Basic Training provides you with comprehensive, practical information on the key rules of conduct under the Financial Services Act (FinSa) and helps you to apply the legal requirements confidently and efficiently in your everyday work. In ten clearly structured chapters, you will acquire fundamental knowledge on the subject of FinSa. Illustrative explanatory videos, realistic case studies and an FAQ section specifically for customer advisors deepen your understanding of customer segmentation, scope of application, information requirements, documentation and the correct assessment of the suitability of financial services. 
 
The award-winning learning design focuses on motivating, playful elements and promotes sustainable learning success. A final knowledge test checks what you have learned and confirms your professional competence. The successful completion of the FinSA (FIDLEG) Basic Training is accepted by the Client Advisor Register in Switzerzland. (regservices.ch) 

• Language: English
• Duration: approx. 4 hours
• Validity: 90 days from purchase