Basis for qualified advice
An recognized initial training according to FIDLEG is a prerequisite for working as a client advisor in Switzerland.
According to Art. 6 of the Swiss Financial Services Act (FIDLEG), client advisors must demonstrate the required expertise and relevant rules of conduct. Velaw offers practical training courses that convey these requirements in a compact and understandable manner. Our initial training is accredited and recognized by all registration offices. The lessons are conducted by experienced experts with many years of practical experience. Small groups, personal exchange and a clear focus on everyday consulting create the optimal framework for a successful start.
Whether regulation, compliance, or digital transformation – we support financial service providers with practical advice, deep industry understanding, and clear orientation. Our experience is your advantage.