Banking & Finance Courses

The Fintelligence Course Catalogue consists of onsite-programs and online-modules in the four main areas of expertise:

 

  • Leadership training
  • Sales training
  • Banking, finance & investment management online courses
  • Online courses on Compliance for banks and financial institutions

 

All programs and online modules contain assessments and tests and are available in several languages, primarily in English, French, German and Italian.

Leadership training

Boost your leadership impact with focused leadership training and business management skills – empowering you to lead effectively, motivate teams, and thrive in the financial industry.

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Sales training

Upgrade your skills with targeted sales training – improve client interactions, close more deals, and build stronger relationships in competitive finance and banking environments.

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Banking, finance & investment management online courses

Gain expertise with banking, finance & investment management online courses – learn flexibly, strengthen your financial knowledge, and advance your career on your schedule.

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Online courses on Compliance for banks and financial institutions

The Banking Compliance E-Learning Courses include all topics relevant to a modern organization: Anti-Money Laundering, Data Security, Code of Conduct, Cross Border, AEOI, FATCA and Investment Suitability.

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Learn more on our online learning platform in the following video.

 

How can financial institutions develop employees’ ability to provide holistic wealth planning advice?
Wealth planning development should connect investments, retirement and pension planning, tax-aware strategies, estate and succession concepts, family wealth, intergenerational transfer, client goals and life-cycle planning. Digital learning, case studies, simulations and assessments help advisors analyse complex situations and provide integrated recommendations, with local adaptation for tax, pension and regulatory differences.
What is SAQ customer advisor certification and what is the best way to prepare for it?
SAQ customer advisor certification is a Swiss financial-services certification framework that validates the knowledge, advisory capabilities and professional conduct required in client-facing roles. Effective preparation combines structured digital learning, banking and markets education, regulatory training, assessments, practice examinations, advisory-skills development and role-specific learning journeys.

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Are you interested in getting to know our e-learning platform? Then contact us for a demo or trial access.

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