SAQ Oral Exam
Category
Private Banking & Asset Management
Uncategorized
Uncategorized
Level
Expertise
Format
Presential
Duration
1 hour
Language
French and English
Location
ISFB Geneva premises
Manager
Lionel Blanc
Type
SAQ Certifications
Examinations & Exams
Examinations & Exams
Description
Prices & Admission
Content
Context
You are currently engaged in the CWMA SAQ certification process and have just passed your written exams at ISFB or another SAQ provider.
Key objectives
During the oral examination, the experts systematically observe and assess the candidates' advisory skills. In order to make the assessment as realistic as possible, behavioral and technical skills are examined using a simulated customer interview.
SAQ examination regulations
SAQ examination regulations
Stakeholders
Our oral examination experts have been working in banking and finance, or in their respective fields, for many years, and are recognized as some of the leading experts in our ecosystem in French-speaking Switzerland.
Admission requirements
Successful completion of the CWMA written exams (>70%).
Please contact the Product Manager if you have any questions.
The price of the oral exam depends on the option chosen.
Please contact the Product Manager if you have any questions.
The price of the oral exam depends on the option chosen.
EXSAQO-AP-I
Oral Exam - With Program - Registration
Content: You are currently enrolled in a CWMA Certification preparation program and would like to register for the oral exam.
Duration: 1h00
EXSAQO-AP-R
Oral Exam - With Program - Retake
Content: You are currently enrolled in a CWMA Certification preparation program and need to retake the oral exam.
Duration: 1h00
EXSAQO-AP-CA
Oral exam - With Program - Early date change (> 30 days before)
Content: Date changes made more than 30 days before the oral exam will not be billed.
Duration: 1h00
EXSAQO-AP-CT
Oral exam - With Program - LATE date change (< 30 days before)
Content: Date changes made less than 30 days before the oral exam will be billed.
Duration: 1h00
EXSAQO-AP-A
Oral exam - With program - Cancellation
Duration: 1h00
EXSAQO-SP-I
Oral exam - Without Program - Registration (Purchase)
Content: You are not enrolled in a CWMA Certification preparation program and would like to register for the oral exam
Please forward the results of your successful written exams to the Product Manager prior to registration if you are coming from another SAQ provider.
Please forward the results of your successful written exams to the Product Manager prior to registration if you are coming from another SAQ provider.
Duration: 1h00
EXSAQO-SP-R
Oral exam - No program - Retake
Content: You are not enrolled in a CWMA Certification preparation program and must retake the oral exam.
Duration: 1h00
EXSAQO-SP-CA
Oral exam - Without Program - Early date change (> 30 days before)
Content: Date changes made more than 30 days before the oral exam will not be billed.
Duration: 1h00
EXSAQO-SP-CT
Oral exam - Without Program - LATE date change (< 30 days before)
Content: Date changes made less than 30 days before the oral exam will be billed.
EXSAQO-SP-A
Oral exam - No program - Cancellation
Information
A question about this service? Our manager is at your disposal
Category
Private Banking & Asset Management
Uncategorized
Uncategorized
Level
Expertise
Format
Presential
Duration
1 hour
Language
French and English
Location
ISFB Geneva premises
Manager
Lionel Blanc
Type
SAQ Certifications
Examinations & Exams
Examinations & Exams
Information
A question about this service? Our manager is at your disposal
Registration

