Understanding the digital transformation in the financial industry, taking a critical look at it and putting the individual developments into context is a major challenge. There is a lack of systematic guidance on how to classify digitalization developments, but also how to make practical use of them.

In order to close this gap, AZEK developed its new course Digitalization in the financial industry. The program qualifies participants to explain fintech and make it tangible, as well as to evaluate and classify developments, point out correlations and draw conclusions.

The course is practice oriented. After successful completion, participants are able to discuss digitalization in a well-founded manner and offer their clients risk-adequate investment solutions that meet their needs. Furthermore, they understand their role and development opportunities in the context of the digital transformation.

Registration (Registration deadline 10 days before course start)
Schedule program and exam: spring ’24 | autumn ’24
Examination regulation
Online exam guide


The course is aimed at professionals and practitioners in the financial sector with and without client contact (client advisors, financial analysts, wealth managers, asset and portfolio managers, financial planners, product specialists, financial analysts, etc.).



Six live online seminars, each lasting 2 hours. The online seminars are recorded and then posted on the AZEK learning platform with the associated presentations, including references and further reading.
German or French can be chosen as the seminar language.


There are no admission requirements.

Certification / Recognation

  • The certificate Digitalization is awarded after having completed the course and successfully passed the examination.
  • Accredited for SAQ re-certification

AZEK - Fintech