Training Program for
Wealth Managers / Investment Advisors
and interested Bank Employees
Online Training Courses
in English and German
Recognition of the training courses by SAQ as recertification measures for the Client Advisor Bank certification
General Information
Training concept
The supervisory organisations have aligned the requirements for training and continuing education. Depending on the area of responsibility, 4-8 annual training hours should be completed. gwp's training concept covers the mandatory training quota and allows licensed / registered financial intermediaries to fulfill the corresponding obligations. Thus, all or only parts of the trainings can be attended. The training courses are recognised by SAQ as recertification measures for the Client Advisor Bank certification and also provide an ideal opportunity for bank employees to receive further training in the relevant areas.
Execution of the online trainings
The training courses are conducted online via the Microsoft Teams application. Of course, you will have the opportunity to actively participate and ask your individual questions. You will receive the corresponding access information respectively the access link prior to the training session.
Details and registration
Detailed information on the different training courses is listed below. The registration form is available at the end of the page. We are happy to accommodate your registration until the applicable closing date. For questions or to organise individual training courses for your company, please do not hesitate to contact Stefanie Widmer (stefanie.widmer@gwp-group.com).
FinSA Refresher Training
Training in English
Monday, 6 March 2023, 9.00 - 11.00 a.m.
Training in German
Monday, 4 September 2023, 9.00 - 11.00 a.m.
Key content
Within the scope of the FinSA Refresher Training, we will particularly focus on the rules of conduct under FinSA (including practice for the implementation of the documentation and information obligations). The FinSA Refresher Training is accredited by BX Swiss and provides proof of the education and training requirements demanded by the Client Advisor Register. The training is conducted in German and English.
Duration
The online training session takes two hours.
Costs
The cost of the training is CHF 350 excl. VAT per person.
Participation is free of charge for co-/outsourcing clients of gwp.
Certificate of attendance
gwp will issue a certificate of attendance for participating in the training course.
Closing date for registration
For the training in English: Wednesday, 1 March 2023
For the training in German: Friday, 18 August 2023
AML Basic Training
Training in German
Tuesday, 21 March 2023, 9.00 a.m. - 12.00 p.m.
Key content
The AML Basic Training particularly focuses on learning and/or refreshing the regulatory basics in the AML area. It is equally useful for beginners as well as for individuals who would like to review the basics. The training is conducted in German.
Duration
The online training session takes three hours.
Costs
The cost of the training is CHF 500 excl. VAT per person.
Participation is free of charge for co-/outsourcing clients of gwp.
Certificate of attendance
gwp will issue a certificate of attendance for participating in the training course.
Closing date for registration
Friday, 10 March 2023
Regulatory Training
Training in German
Part 1 - Monday, 3 April 2023, 9.00 - 11.00 a.m.
Part 2 - Tuesday, 11 April 2023, 9.00 - 11.00 a.m.
Training in English
Part 1 - Tuesday, 4 April 2023, 9.00 - 11.00 a.m.
Part 2 - Tuesday, 18 April 2023, 9.00 - 11.00 a.m.
Key content
Our Regulatory Training covers various training areas which are highly relevant at present. This year's focus particularly includes the following topics:
Part 1 - focus topics: Cross-border financial services and market conduct
Part 2 - focus topics: FinSA and FinIA
The training is conducted in German and English.
Duration
The complete online training course takes a total of four hours and consists of two sessions of two hours each.
Costs
The cost of the training is CHF 1,500 excl. VAT and allows up to five people from the same company to attend.
Participation is free of charge for co-/outsourcing clients of gwp.
Certificate of attendance
gwp will issue a certificate of attendance for participating in the training course. In order to be able to provide the certificate, completion of part 1 and part 2 of the training is required.
Closing date for registration
Friday, 24 March 2023
AML Training
Training in German
Part 1 - Tuesday, 24 October 2023, 9.00 - 11.00 a.m.
Part 2 - Tuesday, 31 October 2023, 9.00 - 11.00 a.m.
Training in English
Part 1 - Monday, 30 October 2023, 9.00 - 11.00 a.m.
Part 2 - Tuesday, 7 November 2023, 9.00 - 11.00 a.m.
Key content
The training is tailored to the education and training requirements in the AML area. The focus will be on a repetition of the basics as well as on the latest amendments to the law (AMLA revision). We will also look at selected examples and experiences from practice. The training is conducted in German and English.
Duration
The complete training course takes a total of four hours and consists of two sessions of two hours each.
Costs
The cost of the training is CHF 1,500 excl. VAT and allows up to five people from the same company to attend.
Participation is free of charge for co-/outsourcing clients of gwp.
Certificate of attendance
gwp will issue a certificate of attendance for participating in the training course. In order to be able to provide the certificate, completion of part 1 and part 2 of the training is required.
Closing date for registration
Friday, 6 October 2023
Registration
Registration has been closed. For questions or to organise individual training courses for your company, please contact Stefanie Widmer (stefanie.widmer@gwp-group.com).
Thank you for your understanding.
Your contacts
Stefanie Widmer
Partnerin
+41 44 221 91 00
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Pia Aeberhard
Senior Consultant
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