Geautomatiseerde elearning creatie
Maak professionele elearning modules in slechts enkele kliks door slimme AI toepassingen.
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LMS Implementation and Services
We will take care of your LMS implementation and L&D strategy
LMS Implementation & Consultancy
Our experienced learning consultants support you throughout your successful strategy and LMS implementation. We always focus on long-term and measurable corporate success by establishing a valuable learning strategy.
Training & Usage
With our tried and tested blended learning training courses, we ensure that you are introduced to the learning management system usage quickly and efficiently. We strive to facilitate meaningful, long-term utilisation that makes you and your strategy successful.
Maintenance & Support
We stand for perpetual development and multilingual ISO-certified support. We even include customisations into our imc Learning Suite release cycles, so you always benefit from new releases and the latest trends.
Customer Success
Following your go-live, your customer success manager will always be at hand to support the implementation of your learning strategy. Together, you analyse the development of your learning culture, and create lasting value through an outcome of learning that contributes to your corporate success.
eLearning Content
From a highly detailed learning portal through learning cards to captivating serious games: Our content team will find the best solution for you. Work with us to develop award-winning solutions and a superior outcome of learning.
Learning Strategy
In addition to our portfolio of leading-edge learning technologies and customised and off the shelf e-learning content, we also act as a strategic partner offering support in the conceptual design and implementation of your digital learning solution and strategy.
Feeling like a pro even if you're a beginner: it's intuitive, familiar and easy to use
Responsive to every mobile device
From zero to amazing: create your course with the most beautiful, high-quality templates and drafts
From a highly detailed learning portal through learning cards to captivating serious games: Our content team will find the right solution for you.
Our training strategy consultants are your strategic partners for the conceptual design and implementation of your digital learning strategy.
Insurance
Banking & finance
195 minutes
11 topics
German
English
French
How you benefit
With the introduction of new FinSA and FinIA regulations, financial service providers and their employees are facing new challenges. Targeted profiling and categorisation of customers, situation-specific advice, comprehensive documentation obligations are core requirements that legislators demand of customer advisors and other employees at banks. The modular, interactive training offered by Fintelligence, imc and Primecoach prepares participants specifically for the extended regulatory requirements. Learning controls and a comprehensive final test certify the learning success. The training is recognized by SAQ as a re-certification measure within the framework of the customer advisor certification at banks.
Topics:
- The purpose and goal of FinSA
- Client protection
- Scope
- Client segmentation
- Client profiling
- Appropriateness and suitability review
- Precontractual information
- Basic information sheet and prospectus requirement
- Code of conduct for client orders
- Documentation and accountability
- Applicability of MiFID 2 in Switzerland
