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DirectoryPublic Administration & EducationContinuing Education InstitutesZurichKathiago GmbH
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Kathiago GmbH

Summary

About the company

The core activity of Kathiago GmbH is the creation and implementation of training programs for financial advisors and asset managers, particularly in the area of digital assets and financial planning. The company offers certified training, exam preparation and certification programs to prepare financial advisors and asset managers for the challenges of the modern financial world.

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Offering

Products & services

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✓ Offered
6
Financial training
In-person training, exam preparation, certification programmes and online programmes for financial advisors; including wealth management advice, FIDLEG, crypto, retirement planning, investments and financial planning.
Exam preparation
Preparation for external exams such as Insurance Intermediary/Insurer Representative VBV, Wealth Advisor IAF, Finance Advisor IAF and Federal Finance Planner; with written and oral preparation.
Certification programmes
Continuing education for experienced financial advisors for certification and for earning points for CICERO and SAQ; topics include retirement planning, assets, digital assets, mortgages and pension planning.
Online programmes
Digital courses and learning modules, including the Crypto course and VBV oral exam preparation; flexible continuing education with videos, quizzes and assessment access.
Assessments
Modular learning and training plans for finance and insurance professions with access, practical tips, quizzes, employee reporting as well as optional training and academy features.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 66 reviews across all connected sources

Sources
GGoogle566
★TrustpilotSoon
PProvenExpertSoon

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Location

Splügenstrasse 11
8002 Zurich
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-463.556.995
Founded
2021 · 5 years
Last commercial register change
June 19, 2025
Employees
11 to 20

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