Client Advisors Register Certifications

The  FinSA states that any financial service provider who is required to register on a Client Advisor Register must be trained, have the technical knowledge required by its activity, and be familiar with the rules of conduct of the FinSA.

The certifications are recognized by RegServices by BX Swiss AG.

Trainings available

PricewaterhouseCoopers (PwC) has developed 4 training courses with tests to certify your knowledge for registration in a Client Advisor Register.

CHF750

Executing / Forwarding of Orders and Credit Activities Training

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CHF850

All Financial Services according to FINSA

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Practice Exams

Practice Exams are identical to Certification Exams in length and type of questions asked and are therefore well suited to prepare for a Certification Exam. The test-taker does not receive a certificate upon successful completion

CHF490

Asset Management / Investment Advice Practice Exam

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CHF510

Executing / Forwarding of Orders and Credit Activities Practice Exam

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CHF550

Practice Exam – All Financial Services according to FINSA

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Certification Exams

After successfully completing a Certification Exam, the test-taker receives a certificate that is accepted by the client advisor registries as proof of sufficient knowledge in the tested subject. The Certification Exams are proctored digitally.

CHF550

Asset Management / Investment Advice Exam

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CHF570

Executing / Forwarding of Orders and Credit Activities Exam

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CHF610

Certification Exam – All Financial Services according to FINSA

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The benefits

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Courses designed by PwC
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Certificates recognized by the Client Advisor Register
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Illustrated courses supports
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6 months access to courses and practice exams

Any questions ?

Our team is here to answer your questions:

[email protected]