SAQ CWMA Group Coaching Services

Category
Private Banking & Asset Management
Level
Expertise
Format
Presential
Duration
1 day
Language
French and English
Location
ISFB Geneva premises
Manager
Lionel Blanc
Type
Collective support
Additional benefits
Description
Prices & Admission
Content

Context

You are currently engaged in the SAQ CWMA certification process, a demanding stage that attests to your wealth management skills.
Are you preparing to take the written exams and need additional support?
Have you already taken the written exams once and need to revise the different themes before your next attempt?

This group coaching is for you!
To maximize your chances of success, we offer you a day of revision on the 14 topics of the Body of Knowledge of the SAQ CWMA Certification with one of our technical experts.
The session takes place once a quarter at our premises in Geneva, in French or English.
Don't forget to register, places are limited.

Key objectives

- Reinforce their understanding of the technical content of the SAQ CWMA referential.
- Complete their preparation for the written exams with a day of revision and answers to questions.
- Multiply their chances of success through collective learning and peer exchanges.
- Benefit from a full day of supervised revision at a lower cost than individual coaching.

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.

Price

  • Public : CHF 1'320.-
  • Member: CHF 990.00
MCOHIF1

8h general revision parts A and B

Content: As part of the preparation for SAQ CWMA certification, a collective review of parts A and B enables participants to consolidate their knowledge, clarify complex points and obtain answers to their questions.
Duration: 8h00
Format: In-person
Possible speakers: AMICHIA Alexandre
Individual price :
  • Public : CHF 1'320.-

Information

A question about this service? Our manager is at your disposal
Lionel Blanc
Lionel Blanc
Product Manager
Category
Private Banking & Asset Management
Level
Expertise
Format
Presential
Duration
1 day
Language
French and English
Location
ISFB Geneva premises
Manager
Lionel Blanc
Type
Collective support
Additional benefits

Information

A question about this service? Our manager is at your disposal
Lionel Blanc
Lionel Blanc
Product Manager
Registration
Registration via the website is not possible. Please contact the Product Manager mentioned above.