SAQ CWMA coaching services
Category
Private Banking & Asset Management
Level
Expertise
Format
Hybrid
Duration
Made to measure
Language
French and English
Location
Made to measure
Manager
Lionel Blanc
Type
Individual support
Supplementary benefits
Supplementary benefits
Description
Content
Context
You are currently engaged in the SAQ CWMA certification process, a demanding step that attests to your wealth management skills. To maximize your chances of success, we offer several targeted coaching options, tailored to your needs and pace.
Key objectives
- Reinforce your understanding of the technical content of the SAQ reference framework.
- Prepare yourself effectively for the written and/or oral exams, which consists of a simulated consulting interview with a customer.
- Identify your areas for improvement through personalized sessions.
- Prepare yourself effectively for the written and/or oral exams, which consists of a simulated consulting interview with a customer.
- Identify your areas for improvement through personalized sessions.
Stakeholders
ISFB lecturers have been working in the banking and financial world for many years, and are recognized as some of the leading experts in our ecosystem in French-speaking Switzerland.
MCOH1
With Program - 4 hours of individualized preparation coaching (written and/or oral exams)
Duration: 4h00
MCOH2
With Program - 8 hours of individualized preparation coaching (written and/or oral exams)
Duration: 8h00
MCOH3
No Program - 4 hours of individualized preparation coaching (written and/or oral exams)
Duration: 4h00
MCOH4
No Program - 8 hours of individualized preparation coaching (written and/or oral exams)
Duration: 8h00
Information
A question about this service? Our manager is at your disposal
Category
Private Banking & Asset Management
Level
Expertise
Format
Hybrid
Duration
Made to measure
Language
French and English
Location
Made to measure
Manager
Lionel Blanc
Type
Individual support
Supplementary benefits
Supplementary benefits
Information
A question about this service? Our manager is at your disposal
Registration
