FinSA Client Advisor Courses in Zurich and Geneva

FinSA Client Advisor Courses in Zurich and Geneva

  • FinSA Client Advisor Course in Zurich

    FinSA Client Advisor Course in Zurich
    The course takes place on Thursday, 27 February and on Friday, 28 February 2020, totaling 17 lessons. 

    The course teaches the most complex and frequently asked concepts and gives a framework to structure the exam preparation. It is structured in accordance with the Learning Objectives (LOs). The course offers comprehensive and detailed coverage of the exam material and helps candidates to strengthen their understanding of difficult concepts.

    All classes will be recorded. The online access to the recorded classes allows course participants to revisit anytime all the topics explained in class, helping them to strengthen their understanding and to make up for any missed classes. 

    The course fee amounts to CHF 1,250.-. This includes two course days, handouts (documentation which leads through the exam topics), sample exams, online access to the recorded classes, and online helpdesk. 

    Course guarantee: Course participants who do not pass the exam after attending our FinSA client advisory course can re-enroll for the next course at a substantial discount of 70%. This course guarantee reflects our commitment to the success of our course participants at the client advisor register exam.

    The course takes place at PricewaterhouseCoopers, Birchstrasse 160 in Zurich. 

    Schedule Registration Brochure

  • FinSA Client Advisor Course in Geneva

    FinSA Client Advisor Course in Geneva
    The course takes place on Monday, 23 and on Tuesday, 24 March 2020, totaling 17 lessons. 

    The course teaches the most complex and frequently asked concepts and gives a framework to structure the exam preparation. It is structured in accordance with the Learning Objectives (LOs). The course offers comprehensive and detailed coverage of the exam material and helps candidates to strengthen their understanding of difficult concepts.

    All classes will be recorded. The online access to the recorded classes allows course participants to revisit anytime all the topics explained in class, helping them to strengthen their understanding and to make up for any missed classes. 

    The course fee amounts to CHF 1,250.-. This includes two course days, handouts (documentation which leads through the exam topics), sample exams, online access to the recorded classes, and online helpdesk.  

    Course guarantee: Course participants who do not pass the exam after attending our FinSA client advisory course can re-enroll for the next course at a substantial discount of 70%. This course guarantee reflects our commitment to the success of our course participants at the client advisor register exam.

    The course takes place at PricewaterhouseCoopers, Avenue Giuseppe-Motta 50 in Geneva.

    Schedule Registration Brochure

Study Material

Teaching/studying is based on the following material:

  • Comprehensive handouts which contain all the Learning Objectives and the corresponding concepts.
  • Sample exams.

This study material will be used during the lessons to explain and practice the concepts. The handouts can be used to efficiently review the curriculum in the final stages of the exam preparation.