Everything about the FinSA for companies outside of Switzerland

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Last update: May 2025

This programme contains everything you need to know about the Financial Services Act (FinSA), from the fundamentals to the latest updates. It meets the training requirements applicable to banks and other financial entities, to financial intermediaries, wealth managers, as well as risk and compliance officers.

Focusing on practical cases from your daily business activity, our programme will provide all learners with a sufficient autonomy with regards to the management of your risks whilst operating efficient and compliant business development activities. 
Making this programme and certification available to your staff will allow you to prove that you have implemented a structured approach to ensuring proper training on the Financial Services Act (FINSA), specifically on the FinSA code of conduct. 

Detailed contents

  • A 2-hour e-learning course on the fundamentals of the Swiss Financial Services Act (FINSA) available in French and in English, recognized by SAQ as a recertification measure for CWMA: 2 SAQ Credits. This course is available both in French and English.
  • A 20' short e-learning on FinSA circular 25/2 which provides information on the supervisory practice as regards informing clients so that they can make informed investment decisions. Also available in both French and English.
  • A 2-hour e-learning course in English which provides a refresher on the FinSA Code of conduct focusing on recent case law issued by the Swiss courts up to 2024.
  • 3 practical tools to download in English and French.
This programme is 100% online and the e-learning course ends with an online test. You can learn at your own pace and convenience, 24/7 from anywhere. Your certificate will be issued and sent to you via email.

SAQ credits available

This programme is recognized by SAQ as recertification measure for the CWMA. 2 SAQ credits are available in this programme.

Contact

For any question, to purchase this programme for more than 5 people, or to discuss your team’s specific needs, contact our client service team: service @ cofaktory.com

VAT

If your company is based in Switzerland please purchase the same programme available here and Swiss VAT will be added to the price.

Everything about FinSA // Tout sur la LSFin