SAQ Oral Exam

Category
Private Banking & Asset Management
Uncategorized
Level
Expertise
Format
Presential
Duration
1 hour
Language
French and English
Location
ISFB Geneva premises
Manager
Lionel Blanc
Type
SAQ Certifications
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

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.
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.
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
Lionel Blanc
Lionel Blanc
Product Manager
Category
Private Banking & Asset Management
Uncategorized
Level
Expertise
Format
Presential
Duration
1 hour
Language
French and English
Location
ISFB Geneva premises
Manager
Lionel Blanc
Type
SAQ Certifications
Examinations & Exams

Information

A question about this service? Our manager is at your disposal
Lionel Blanc
Lionel Blanc
Product Manager
Registration
Oral exam 27.11.2025
Past
Oral exam 16.12.2025
Available
Oral exam 21.01.2026
Complete
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