FinSA Refresher Training for Client Advisors
Client advisors registered in the Swiss Advisor Register are required to renew their registration every 24 months.
To complete the renewal, proof of participation in a FinSA Refresher Training must be submitted.
BX Swiss, in cooperation with Max & Hönig Legal Consulting, offers a practical online training covering the Code of Conduct under the Swiss Financial Services Act (FinSA).
FinSA Refresher Training Details
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Duration: 2 hours
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Format: Online training (virtual, live with instructor)
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Languages: German or English
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Price: CHF 320 per participant
This FinSA training is designed for all registered financial advisors who wish to refresh their knowledge of the FinSA conduct rules and meet the requirements for renewing their registration in the Swiss Client Advisor Register.
Benefits of the FinSA Refresher Training by BX Swiss
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Fulfills the legal continuing education requirements under FinSA
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Recognized proof for advisor register renewal
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Practical, case-based learning
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Conducted by experienced lawyers from Max & Hönig Legal Consulting
The training is offered regularly throughout the year, with several scheduled sessions.
👉 See current training dates below.
| Date | Time | Link to Registration |
| Trainings in English |
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| Thursday, 20 November 2025 | 10 am – 12 am CET | Link to Registration |
| Tuesday, 16 December 2025 | 2 pm – 4 pm CET | Link to registration |
| Trainings auf Deutsch | ||
|---|---|---|
| Dienstag, 2. Dezember 2025 | 14.00 – 16.00 Uhr | Link zur Anmeldung |
Register Now and Secure Your Entry
Sign up today for the next FinSA Refresher Training and ensure your advisor register entry is renewed on time.
👉 Individual training sessions can be arranged for groups of 12 or more participants. For more information, please contact us at [email protected].