Customized SAQ training at ISFB or in-house
Category
Private Banking & Asset Management
Level
Expertise
Duration
Made to measure
Language
French and English
Location
Made to measure
Manager
Lionel Blanc
Type
Customized training
Description
Prices & Admission
Content
Context
You are currently engaged in the SAQ CWMA certification process, a demanding stage that attests to your skills in wealth management. To maximize your chances of success, we offer a number of targeted, customized training courses, tailored to your needs and pace.
Key objectives
- Reinforce your understanding of the technical content of the SAQ standards.
- Prepare yourself effectively for the written exams and/or the oral exam, which consists of a simulated consulting interview with a customer.
- Identify your areas for improvement through personalized sessions.
- Update your knowledge through SAQ recertification sessions.
- Prepare yourself effectively for the written exams and/or the oral exam, which consists of a simulated consulting interview with a customer.
- Identify your areas for improvement through personalized sessions.
- Update your knowledge through SAQ recertification 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.
Price
- Public: CHF 9,500
- Member : CHF 7'125.-
MPRIV1
Private 4-hour CWMA à la carte module, up to 12 participants, in-company or at ISFB
Duration: 4h00
MPRIV2
Private training sessions for up to 12 participants, in-company or at ISFB
Duration: 8h00
Information
A question about this service? Our manager is at your disposal
Category
Private Banking & Asset Management
Level
Expertise
Duration
Made to measure
Language
French and English
Location
Made to measure
Manager
Lionel Blanc
Type
Customized training
Information
A question about this service? Our manager is at your disposal
Registration
