E-learning

Your entry in the advisor register.

Choose your e-learning TRAINING

BASIC TRAINING

Start

Anytime

Format

Online video training

Languages

German and English

Certificate BASIC TRAINING

Award of the certificate
*FIDLEG – Knowledge of the Code of Conduct (Basic Training)* / Valid for registration in the Advisor Register

Certification body

BX Swiss AG / regservices.ch

Compact course

Duration 4 hours

Refresher Training

Start

Anytime

Format

Online video training

Languages

German and English

Certificate BASIC TRAINING

Award of the certificate
*Refresher: FinSA – Conduct Rules* / Valid for the renewal within 24 months in the Advisor Register

Certification body

BX Swiss AG / regservices.ch

Compact course

Duration 2 hours

Training contents:

  • Introduction to FIDLEG and its objectives
  • Rights and obligations of financial service providers
  • Conduct and information duties towards clients
  • Requirements for documentation and transparency
  • Overview of organizational duties

Format:
The training is provided digitally. After completing your order, you will immediately receive your access data by email.

Target group:
Financial advisors, asset managers, and other financial service providers who aim to register in the Advisor Register or wish to refresh their FIDLEG knowledge in a compliant way.

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