SAQ CWMA certification with partial training

The SAQ Client Advisor Bank certification system was developed in close collaboration with the Swiss banking industry, and is recommended by Swiss Banking (SBA) 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.

- Prepare for the exams in a structured and comprehensive way, with face-to-face training and comprehensive, constantly updated learning materials.
- Pass the SAQ and CWMA exams, with the option of individual SAQ preparation coaching. You must obtain a minimum score of 70% in each of the two written exams, with no average being calculated between the two tests. Once you have passed both written tests, you can register for the oral exam. A score of at least 70% is also required to pass. Passing all three tests (A, B, oral) awards SAQ CWMA certification. 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.

The SAQ Wealth Management Advisor CWMA certificate is intended 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 accordance with the scope and terms of the Wealth Management Advisor program;

Demonstrable skills and competence in advising clients in one of the indicated segments;

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 may use the title "Certified Wealth Management Advisor" or "Certified SAQ Client Advisor".

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.

A preparatory program tailored to your needs
For asset managers who already possess a broad theoretical knowledge and who wish to learn more about specific modules. On completion of this program, participants will be awarded the SAQ CWMA Certification.

5days of training covering the most technical topics of the SAQ body of knowledge, as well as:
- Administration and reporting with SAQ
- Full administrative and reporting follow-up with SAQ
- Registration fee for the SAQ certificate included in the package
- 2 positioning tests (part A & part B)
- 2 written exams (part A & part B)
- 2 half-days of group revision
- 1 day of group oral preparation
- 1 final oral exam

Key stages

A global positioning test is offered at the start of the program, to enable participants to quickly identify their weaknesses. Based on their needs assessment, participants can then focus their learning on the training days offered and the self-study materials available.

It is still possible to sit exams without any initial preparation.

At each stage, participants can request individualized preparation sessions (technical coaching), particularly if they fail to pass the exams.

At the end of the program, once all exams have been passed, participants eligible for Certification are awarded their CWMA SAQ Certificate.

Participants who only partially meet the eligibility criteria for Certification are issued a CWMA SAQ Attestation.

Participants who do not meet any of the eligibility criteria for Certification can take specific exams to obtain the ISFB Private Banking Advanced Certificate.