FINSA Client Advisor Recorded Online Courses

FINSA Client Advisor Recorded Online Courses

Introduction

  • Asset Management / Investment Advice - available in English

    FINSA Client Advisor Online Course - Asset Management / Investment Advice  

    This training module trains the following financial services under FINSA: portfolio management (Art. 3 para. 1 lit. c chiff. 3 FINSA) and investment advice (Art. 3 para. 1 lit. c chiff. 4 FINSA) regarding all financial instruments under FINSA, which are equity securities, debt instruments, units in collective investment schemes, structured products, derivatives, deposits whose redemption value or interest is risk- or price-dependent, excluding those whose interest is linked to an interest rate index, and bonds. It does however not train the code of conduct under FINSA. The training of the code of conduct under FINSA can be purchased separately (see Code of Conduct under FINSA). 

    The recorded online course can be taken from anywhere, anytime. It is structured in accordance with the Learning Objectives (LOs). The online sessions offer comprehensive and detailed coverage of the exam material and help candidates to strengthen their understanding of difficult concepts. This online program offers candidates both flexibility and a structured approach to their exam preparation. The classes are archived enabling candidates to review lectures as many times as they wish.

    The online classes offer the following features: 1) 23.6 hours of teaching given by experienced lecturers. 2) Downloadable handouts which contain all the Learning Objectives (LOs) and corresponding concepts, and 3) online forum to exchange questions with lecturers.

    The course fee amounts to CHF 600.-. This includes unlimited access to archived classes for one user (video course) and downloadable handouts. Please click on the registration and payment button below to register for our e-learning platform and to create your own username and password. Payment can be effected with your credit card or using PayPal. Should you have any questions, please contact us at info@cf-studies.ch or +41 44 240 04 50. 

    Schedule  REGISTRATION AND PAYMENT  CFA ONLINE SAMPLE (YOUTUBE PODCAST) 

  • Executing / Forwarding of Orders and Credit Activities - available in English

    FINSA Client Advisor Online Course - Executing / Forwarding of Orders and Credit Activities  

    This training module trains the following financial services under FINSA: acquisition or disposal of financial instruments (Art. 3 para. 1 lit. c chiff. 1 FINSA), receipt and transmission of orders in relation to financial instruments (Art. 3 para. 1 lit. c chiff. 2 FINSA), and granting of loans to finance transactions with financial instruments (Art. 3 para. 1 lit. c chiff. 5 FINSA) regarding all financial instruments under FINSA, which are equity securities, debt instruments, units in collective investment schemes, structured products, derivatives, deposits whose redemption value or interest is risk- or price-dependent, excluding those whose interest is linked to an interest rate index, and bonds. It does however not train the code of conduct under FINSA. The training of the code of conduct under FINSA can be purchased separately (see Code of Conduct under FINSA). 

    The recorded online course can be taken from anywhere, anytime. It is structured in accordance with the Learning Objectives (LOs). The online sessions offer comprehensive and detailed coverage of the exam material and help candidates to strengthen their understanding of difficult concepts. This online program offers candidates both flexibility and a structured approach to their exam preparation. The classes are archived enabling candidates to review lectures as many times as they wish.

    The online classes offer the following features: 1) 21.2 hours of teaching given by experienced lecturers. 2) Downloadable handouts which contain all the Learning Objectives (LOs) and corresponding concepts, and 3) online forum to exchange questions with lecturers. 

    The course fee amounts to CHF 600.-. This includes unlimited access to archived classes for one user (video course) and downloadable handouts. Please click on the registration and payment button below to register for our e-learning platform and to create your own username and password. Payment can be effected with your credit card or using PayPal. Should you have any questions, please contact us at info@cf-studies.ch or +41 44 240 04 50. 

    Schedule  REGISTRATION AND PAYMENT CFA ONLINE SAMPLE (YOUTUBE PODCAST) 

  • Fund Distribution - available in English, French, and German

    FINSA Client Advisor Online Course - Fund Distribution  

    This training module trains the distribution of collective investment schemes, meaning the acquisition or disposal of financial instruments (Art. 3 para. 1 lit. c chiff. 1 FINSA) and also the knowledge required for fund distribution, which is collective investment schemes, alternative assets, as well as the Code of Conduct under FINSA. The course is available in English, French, and German.

    The recorded online course can be taken from anywhere, anytime. It is structured in accordance with the Learning Objectives (LOs). The online sessions offer comprehensive and detailed coverage of the exam material and help candidates to strengthen their understanding of difficult concepts. This online program offers candidates both flexibility and a structured approach to their exam preparation. The classes are archived enabling candidates to review lectures as many times as they wish.

    The online classes offer the following features: 1) 3.8 hours of teaching given by experienced lecturers. 2) Downloadable handouts which contain all the Learning Objectives (LOs) and corresponding concepts, and 3) online forum to exchange questions with lecturers. 

    The course fee amounts to CHF 300.-. This includes unlimited access to archived classes for one user (video course) and downloadable handouts. Please click on the registration and payment button below to register for our e-learning platform and to create your own username and password. Payment can be effected with your credit card or using PayPal. Should you have any questions, please contact us at info@cf-studies.ch or +41 44 240 04 50. 

    SCHEDULE  REGISTRATION AND PAYMENT CFA ONLINE SAMPLE (YOUTUBE PODCAST) 

  • Code of Conduct Legal - available in English, French, and German

    FINSA Client Advisor Online Course - Code of Conduct Legal  

    This training module trains the Code of Conduct under FINSA, but no financial services as set forth in the FINSA (Art. 3 para. 1 lit. c. chiff. 1 to 5 FINSA). The course is available in English, French, and German.

    The recorded online course can be taken from anywhere, anytime. It is structured in accordance with the Learning Objectives (LOs). The online sessions offer comprehensive and detailed coverage of the exam material and help candidates to strengthen their understanding of difficult concepts. This online program offers candidates both flexibility and a structured approach to their exam preparation. The classes are archived enabling candidates to review lectures as many times as they wish.

    The online classes offer the following features: 1) 2 hours of teaching given by experienced lecturers. 2) Downloadable handouts which contain all the Learning Objectives (LOs) and corresponding concepts, and 3) online forum to exchange questions with lecturers. 

    The course fee amounts to CHF 200.-. This includes unlimited access to archived classes for one user (video course) and downloadable handouts. Please click on the registration and payment button below to register for our e-learning platform and to create your own username and password. Payment can be effected with your credit card or using PayPal. Should you have any questions, please contact us at info@cf-studies.ch or +41 44 240 04 50. 

    SCHEDULE  REGISTRATION AND PAYMENT CFA ONLINE SAMPLE (YOUTUBE PODCAST) 

Study Material

Teaching/studying is based on the following material:

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

This study material can be downloaded from the online section and can be used to follow the explanations in the podcasts.