Discover our fully customisable e-learning course on FINMA Circular 2025/2, relating to the provision of financial services in Switzerland.
Discover our fully customisable e-learning course on FINMA Circular 2025/2, relating to the provision of financial services in Switzerland.
FINMA Circular 2025/2 sets out the requirements for the rules of conduct that financial service providers in Switzerland must follow.
This online training course helps you understand and implement the obligations defined in the circular, including:
– the duty to inform clients,
– the duty to verify suitability,
– the management of conflicts of interest,
– and the rules concerning third-party remuneration (retrocessions).
A final quiz allows learners to validate their knowledge.
Offer your teams a short, clear, and customisable training course for fast and effective compliance.
This training on the FINMA Circular was developed in collaboration with Aurélie Rougement Tolis (Cofaktory).
She holds a Master’s degree in Law from the University of Geneva, an LLM in Tax Law, and is a qualified lawyer. She is a recognised expert in banking and regulatory law.
Interactive case studies to practise applying the new obligations of FINMA Circular 2025/2: concentration thresholds, duty to inform, retrocessions, and more.
Clear and structured explanations highlighting the key compliance points to incorporate into your daily practice.
Short videos to present the theoretical concepts.
The module can be integrated into your LMS and tailored to your needs: inclusion of internal procedures, rewording of certain content, or the integration of examples specific to your organisation.
After completing this short training, you will be able to apply the clarifications provided by the circular regarding:
Concept
Duty to inform
Duty to verify
Conflicts of interest
Remuneration received from third parties and retrocessions
FINMA Circular 2025/2 clarifies the rules of conduct that financial service providers must follow under FinSA (LSFin) and FinSO (OSFin). It notably strengthens transparency towards clients and imposes stricter guidelines on practices related to client information, suitability checks, conflicts of interest, and retrocessions.
Our 100% digital learning module is designed to help professionals in the sector understand and effectively implement these new requirements. In just 20 minutes, your employees will gain the key reflexes needed to remain compliant with the regulations.
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