Training Program 2024

General Information

Training concept
Our training programme is tailored to the education and training obligations in the respective regulatory areas and enables licensed / registered financial intermediaries to meet the relevant requirements. All training courses are available in German and English. The training courses are recognised by SAQ as recertification measures for the Client Advisor Bank certification and also offer bank employees an ideal opportunity for further training in the relevant areas.

Conducting the online training courses
The training courses are conducted online and live via the Microsoft Teams application. Of course, you have the opportunity to actively participate and ask your individual questions. You will receive the relevant access information resp. the access link to the online training course directly with your registration confirmation. Access to the online meeting will be open to you as soon as the training session starts. To keep the content of the webinars accessible after the event, the online sessions will be recorded.

If you are unable to attend the live training sessions on the available dates, you have the option of completing the relevant training in self-study with a supplementary test. Please note that an additional fee will be charged for self-study training. This additional fee also applies to gwp's co-/outsourcing clients. Thank you for your understanding.

Confirmation of attendance
After completion of the online training course, you will receive a confirmation of attendance from gwp. Please log in to the online training with your full first name and surname. The identification of the participants is necessary in order to be able to issue the personal confirmation of attendance after the training course.

Details and registration
Detailed information on the different training courses is provided below. The registration form is available at the bottom of the page. We are happy to accommodate your registration until the applicable closing date. For questions or to organise individual training courses for your company, please reach out to Stefanie Widmer (stefanie.widmer@gwp-group.com).

Regulatory / Professional Training

Training in English
Part 1 - Tuesday, 21 May 2024, 9.00 - 11.00 a.m.
Part 2 - Monday, 24 June 2024, 9.00 - 11.00 a.m.

Training in German
Part 1 - Monday, 13 May 2024, 9.00 - 11.00 a.m.
Part 2 - Monday, 10 June 2024, 9.00 - 11.00 a.m.

Closing date for registrations
Friday, 10 May 2024

Key content
Our Regulatory / Professional Training covers various relevant training areas. This year, the training will address the following focus topics:

Part 1 - Update on current key topics such as portfolio construction, crypto currencies, ESG or sanctions
Part 2 - FinIA and FinSA - current practice and refresher training

Duration
The complete online training course takes a total of four hours and consists of two sessions of two hours each.

Costs
The cost per training part is CHF 1,000 excluding VAT and allows up to five people from the same company to attend.

Participation is free of charge for co-/outsourcing clients of gwp.

AML Training

Training in English
Part 1 - Thursday, 31 October 2024, 9.00 - 11.00 a.m.
Part 2 - Thursday, 7 November 2024, 9.00 - 11.00 a.m.

Training in German
Part 1 - Tuesday, 22 October 2024, 9.00 - 11.00 a.m.
Part 2 - Tuesday, 5 November 2024, 9.00 - 11.00 a.m.

Closing date for registrations
Monday, 14 October 2024

Key content
The training is tailored to the education and training obligations in the AML area. The focus will be on a repetition of the basics as well as on selected examples and experiences from practice.

Duration
The complete training course takes a total of four hours and consists of two sessions of two hours each.

Costs
The cost per training part is CHF 1,000 excluding VAT and allows up to five people from the same company to attend.

Participation is free of charge for co-/outsourcing clients of gwp.

Registration

Please select your preferred training dates and complete the registration form with your personal details. After submitting the form, you will receive a registration confirmation for each selected training course with the access link to the corresponding online training course.

If you do not receive a registration confirmation from us, please check your spam or junk e-mail folder. Thank you.

Important notice
Your registration is binding. Without your active cancellation before the start of the training session or in case of unregistered no-show, all costs will be charged.
If too few people register for one of the above training courses, we reserve the right to cancel or reschedule the respective training date.