In order to be entered in the Swiss client advisor register of BX Swiss AG, client advisors must provide proof that they have the required knowledge as per Art. 6 FinSA. A distinction is made between sufficient knowledge of the rules of conduct under FinSA and the professional knowledge required to perform the activity.

For registration, it is mandatory to complete a course on the rules of conduct according to FINSA (basic training). Upon renewal of the registration after 24 months at the latest, proof of knowledge of the rules of conduct according to FINSA must be submitted again (recurrent training / refresher course).

Below you will find a selection of institutes whose training and further education is accepted by the Registration Office. The list is not exhaustive and does not constitute a recommendation. If your education and further training is not listed, please refer to the guidelines concerning proof of the required knowledge according to Art. 6 FinSA.