Certification
SAQ CWMA without training
Category
Private Banking & Asset Management
Level
Expertise
Format
Presential
Duration
At your own pace
Language
English
French
French
Location
ISFB Geneva premises
Director
Thierry Lacraz
Manager
Lionel Blanc
Type
SAQ Certifications
Description
Prices & Admission
Content
Context
The SAQ Client Advisor Bank certification system was developed in close collaboration with the Swiss banking industry and is recommended by Swiss Banking (ASB) to its members.
The SAQ certificate is a guarantee of quality, attesting that the holder has the skills and is familiar with the rules of conduct defined for the client advisor profession.
The SAQ certificate is a guarantee of quality, attesting that the holder has the skills and is familiar with the rules of conduct defined for the client advisor profession.
Key objectives
- Take the SAQ CWMA exams at your own pace, without group preparation, optionalindividualized 4-hour preparatory training and access to the ISFB Moodle self-study space.
- You must obtain a minimum score of 70% in each of the two written exams; no average is calculated between the two tests.
Once you have passed the two written tests, you can register for the oral exam, which will be passed if you obtain a minimum score of 70%.
Passing all three tests (A, B, oral) awards SAQ CWMA certification, which is valid for 3 years. Make-up exams, if any, will be invoiced.
- As an accredited external SAQ examination institute, we handle the organizational and administrative aspects of registration and follow-up in the SAQ register*.
- You must obtain a minimum score of 70% in each of the two written exams; no average is calculated between the two tests.
Once you have passed the two written tests, you can register for the oral exam, which will be passed if you obtain a minimum score of 70%.
Passing all three tests (A, B, oral) awards SAQ CWMA certification, which is valid for 3 years. Make-up exams, if any, will be invoiced.
- As an accredited external SAQ examination institute, we handle the organizational and administrative aspects of registration and follow-up in the SAQ register*.
Target audience
The Wealth Management Advisor CWMA certificate is designed for client advisors who assume responsibility for clients in one of the following segments or a related segment with a FINMA-approved bank or an independent asset manager (affiliated to a self-regulatory organization or authorized by FINMA):
Wealth Management
- Wealth Management
- Specialized wealth management for ultra-high-net-worth clients
(UHNWI & Family Offices)
The advisor has
- the required technical knowledge of products and services in line with the scope and terms of the Wealth Management Advisor program;
- demonstrable skills and competence in advising clients in one of the segments indicated;
- sufficient knowledge of the rules of conduct defined in the legal provisions to be able to advise clients in the segment concerned.
Holders of a CWMA Wealth Management Advisor certificate can also use the title "Certified Wealth Management Advisor" or "Certified SAQ Client Advisor".
For further information on eligibility for certification, please do not hesitate to contact us.
Wealth Management
- Wealth Management
- Specialized wealth management for ultra-high-net-worth clients
(UHNWI & Family Offices)
The advisor has
- the required technical knowledge of products and services in line with the scope and terms of the Wealth Management Advisor program;
- demonstrable skills and competence in advising clients in one of the segments indicated;
- sufficient knowledge of the rules of conduct defined in the legal provisions to be able to advise clients in the segment concerned.
Holders of a CWMA Wealth Management Advisor certificate can also use the title "Certified Wealth Management Advisor" or "Certified SAQ Client Advisor".
For further information on eligibility for certification, please do not hesitate to contact us.
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.
Practical information
The program is composed as follows:
- Administration and reporting with SAQ
- Full administrative and reporting follow-up with SAQ
- Registration fee for SAQ certificate included in the package
- 2 placement tests (part A & part B)
- 2 written exams (part A & part B)
- 1 oral exam
- Administration and reporting with SAQ
- Full administrative and reporting follow-up with SAQ
- Registration fee for SAQ certificate included in the package
- 2 placement tests (part A & part B)
- 2 written exams (part A & part B)
- 1 oral exam
Price
- Public: CHF 4,000
- Member: CHF 3,000
CWP2
Positioning test A
Duration: 2h30
Format: In-person
CWP3
Positioning test B
Duration: 2h30
Format: In-person
CWP14
Final exam A
Duration: 2h30
Format: In-person
CWP23
Final exam B
Duration: 2h30
Format: In-person
CWP25
Oral examination
Duration: 1h00
Format: In-person
Information
A question about this service? Our manager is at your disposal
Category
Private Banking & Asset Management
Level
Expertise
Format
Presential
Duration
At your own pace
Language
English
French
French
Location
ISFB Geneva premises
Director
Thierry Lacraz
Manager
Lionel Blanc
Type
SAQ Certifications
Information
A question about this service? Our manager is at your disposal
Registration
