From the Industry for the Industry: Certification of Bank Client Advisors

Leading industry educators Swiss Finance Institute, the University of Zurich, and CYP Association jointly launch an inclusive training offering—available in four languages—to prepare individuals for certification as client advisors by the Swiss Association for Quality (SAQ) under ISO standard 17024. This unique collaboration allows the offering to address the different client advisory roles in retail and corporate banking and in wealth management on the Swiss Banking School Certification Portal.
Date17 May 2016
CategoryPress

The entire learning approach is completely modularized and need-based along the assessed knowledge gaps. For banks, this provides numerous opportunities to add company-specific training modules and components delivered via the same online learning portal. Customized programs for firms are designed in our joint digital training house. The offering builds on the latest learning methodologies and platforms, allowing customers to choose their ease-of-use devices while delivering a well-controlled learning environment. Depending on learning gaps and preferences, users can select and combine digital and classroom settings. The reporting of progress and achievements respects the requirements both of the offering institutes and of the appropriate regulatory authorities.