Training Program
for Asset Managers, Investment Advisors, and Interested Bank Employees
Live Webinars and E-Learning Modules
in English and German
The webinars provided by gwp are recognised by SAQ as accredited recertification activities for maintaining the Certified Bank Client Advisor qualification
gwp's e-learning format is developed in cooperation with Swiss Learning Hub
Live Webinars
Interactive focus trainings in a virtual conference room
Content structure of the trainings
Our training program is designed in line with the initial and continuing education requirements in the respective regulatory specialist areas and enables licensed / registered financial intermediaries to meet the relevant obligations. The trainings are recognised by SAQ as recertification measures for the Certified Bank Client Advisor certification and also provide bank employees with an ideal opportunity to further develop their expertise in the respective fields. In addition, our FinSA training is recognised by the Swiss advisor registers.
Delivery of the webinars
The trainings are conducted online and live via Microsoft Teams. Participants have the opportunity to actively engage and ask individual questions. The relevant access information and the link to the respective webinar will be sent to you directly after successful registration. If you do not receive a confirmation, please check your spam or junk email folder or contact us.
As soon as the respective webinar starts, you will be admitted to the virtual conference room. To ensure that the training content remains available after the live webinar, the sessions will be recorded.
If you are unable to attend any of the available dates for the live webinars, you may complete the respective training as self‑study followed by a test. Please note that an additional administrative fee will be charged for the self‑study option.
Confirmation of participation
For your participation in the training, you will receive a confirmation from gwp. Please log in to the live webinar using your full first and last name, as participant identification is required in order to issue personalised confirmations of participation after the training.
Details and registration
Detailed information on this year's webinars is provided below. The registration form is available at the end of this page. If you have any questions or would like to plan tailored in‑house trainings for your institution, Stefanie Widmer (stefanie.widmer@gwp-group.com) will be pleased to assist you.
Live Webinar
Focus Training FinSA & FinIA:
Practice-oriented updates on current developments
Training in German
Monday, 9 March 2026
9.00 - 11.00 a.m.
Training in English
Thursday, 19 March 2026
9.00 - 11.00 a.m.
Key content
This focus training expands and deepens participants' expertise in the core FinSA and FinIA topics essential for financial intermediaries. The course provides application-oriented insights into current regulatory developments and their impact on compliance requirements. Key emphasis is placed on updates from regulatory and supervisory practice, enabling attendees to implement legal requirements securely and stay fully up to date. The training can also serve as a FinSA refresher for investment advisors.
Duration
The webinar takes two hours.
Costs
The fee per participant amounts to CHF 300 (excluding VAT).
Special pricing is available for five or more participants from the same organisation; please contact Stefanie Widmer (stefanie.widmer@gwp-group.com).
Live Webinar
Focus Training AI and Digitalisation for Financial Market Participants:
AI, Data, Cloud, and Security at a Glance
Training in German
Thursday, 21 May 2026
9.00 - 11.00 a.m.
Training in English
Tuesday, 2 June 2026
9.00 - 11.00 a.m.
Key content
This focus training provides a concise overview of the key components of modern digitalisation and the application of AI. Through practical examples, participants learn the fundamentals of data and cloud computing, and understand how artificial intelligence is deployed, for instance, in control environments. In conclusion, the session covers the meaning of IT security management and the core principles of a best-practice approach in this area.
Duration
The webinar takes two hours.
Costs
The fee per participant amounts to CHF 300 (excluding VAT).
Special pricing is available for five or more participants from the same organisation; please contact Stefanie Widmer (stefanie.widmer@gwp-group.com).
Live Webinar
Focus Training Risk Management:
Risk Tolerance and Key Risk Indicators (KRIs) as Steering Instruments for a Resilient Risk Architecture
Training in German
Thursday, 10 September 2026
9.00 - 11.00 a.m.
Training in English
Monday, 21 September 2026
9.00 - 11.00 a.m.
Key content
The ability to precisely define and consistently implement risk appetite and governance-based control mechanisms is at the core of an effective risk architecture. Key Risk Indicators (KRI) serve as a central tool to quantify risks, detect developments early, and support strategic risk management with data-driven insights. The training illustrates, through practical examples, how KRIs can be integrated into existing control structures and linked to specific risk tolerance thresholds. Key focus areas include methodological approaches to defining appropriate metrics, setting thresholds, and aggregating and interpreting risk information.
Duration
The webinar takes two hours.
Costs
The fee per participant amounts to CHF 300 (excluding VAT).
Special pricing is available for five or more participants from the same organisation; please contact Stefanie Widmer (stefanie.widmer@gwp-group.com).
Live Webinar
Focus Training AMLA:
Practice-oriented updates on current developments
Training in German
Tuesday, 20 October 2026
9.00 – 11.00 a.m.
Training in English
Thursday, 29 October 2026
9.00 - 11.00 a.m.
Key content
The key content of the AMLA focus training is aligned with the initial and ongoing education requirements in the AML domain. It emphasises a targeted refresher of the fundamentals, along with in-depth exploration through selected examples and practical cases. Participants gain insights into proven approaches and current developments to implement AMLA requirements competently and with risk awareness.
Duration
The webinar takes two hours.
Costs
The fee per participant amounts to CHF 300 (excluding VAT).
Special pricing is available for five or more participants from the same organisation; please contact Stefanie Widmer (stefanie.widmer@gwp-group.com).
Registration
Please select your preferred live webinars and complete the registration form with your personal details. After submitting the form, you will receive a registration confirmation for each selected training course including the access link.
If you do not receive a registration confirmation, please check your spam resp. junk email folder or reach out to us. Thank you.
Important notice
Please note that your registration is binding. Without your active cancellation before the start of the webinar 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.
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Web-based E-Learning Modules
Autonomous and Flexible Completion of Continuing Education Courses
Your benefits
Our comprehensive training program has been expanded through an innovative e-learning format in cooperation with Swiss Learning Hub. The web-based modules offer you the following advantages:
- You can complete your training flexibly and entirely autonomously.
- The training content is accessible around the clock, without any time restrictions.
- The e-learning format enables you to complete the courses independently through self-study.
This allows you to tailor your professional training to your individual needs and personal schedule.
Currently available for you
Our e-learning module on international sanctions is available in German and English, primarily targeting Swiss financial intermediaries. The first theoretical section covers the main types of sanctions and their mechanisms. The second practical part demonstrates how financial service providers may be affected by sanctions measures and highlights key considerations for day-to-day operations.
Our e-learning offering is expected to be supplemented by a new module on FinSA basics in the second quarter of 2026.
E-Learning
Economic Sanctions Awareness Training
Understanding and effectively implementing sanctions
Relevance
Sanctions are a key instrument of international policy-with far-reaching consequences for financial intermediaries. Compliance with international sanctions is not only mandatory, but also essential to avoid legal, financial, and reputational risks.
Key content areas
Our practice-oriented, web-based e-learning module provides you with essential foundational knowledge and equips you with the necessary skills to navigate the world of sanctions confidently and in compliance with regulations. Through concrete practical examples, you will be enabled to identify risks, correctly classify sanctions, and make well-informed decisions.
Learning objectives
Upon completion of the training, you will be able to:
- understand the significance and types of sanctions,
- know which institutions impose and enforce sanctions,
- comprehend the territorial and extraterritorial effects of sanctions,
- identify the most important sanction provisions,
- analyse practical examples and assess risks,
- understand the challenges that financial intermediaries face when dealing with sanctions.
Duration
Completing the full training takes approximately 45 minutes.
Certificate
Upon successful completion of the e-learning module, you will receive a certificate.
Costs
The cost per participant is CHF 300 (excluding VAT).
Special pricing is available for five or more participants from the same organisation; please contact Stefanie Widmer (stefanie.widmer@gwp-group.com).
For companies with five or more participants, a special rate can be arranged. Please contact Stefanie Widmer (stefanie.widmer@gwp-group.com) for further details.
Registration
The button below will take you directly to the registration page for our e-learning modules.
Please select your preferred language and complete the registration form with your personal details. Thank you.
Continue to registration
Your contact
Stefanie Widmer
Partnerin
+41 44 221 91 00
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