CWMA SAQ certification preparation program
Catalog | CWMA Certification
Context
ISFB is the largest external certification center in French-speaking Switzerland. Since 2018, banks have placed their trust in us by entrusting us with the training and preparation of their employees so that they can sit the SAQ CWMA exams with complete peace of mind.
Drawing on this experience, the CWMA SAQ certification preparation program has been designed to take account of the current constraints and needs of banks and candidates alike: to manage the training, certification and follow-up process for their employees, whatever the volume of candidates per bank involved, enabling them to focus their resources on other priorities while ensuring preparation that maximizes their chances of success.
Our integrated solution (administration, reporting, support, training, examinations) takes care of everything right up to your SAQ registration, in a compact and essential package.
The ISFB SAQ CWMA certification preparation program offers one-day face-to-face training sessions, including an intermediate placement test, to help candidates prepare for the final exam.
Our ISFB experts, all of whom are active in the banking and finance sector, provide face-to-face training, while our Product Manager coordinates the entire curriculum, exams and ongoing certification.
Target audience
Anyone working for a bank or external asset manager in direct contact with customers in the HNWI or UHNWI segment: relationship managers, investment advisors, assistants with active customer relations*.
*For certification eligibility, please 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.
Languages
The program in French and English: register on the ad-hoc session
Benefits of ISFB's integrated solution
ISFB's exam preparation program is distinguished by the following features:
- Only player based in French-speaking Switzerland authorized to offer SAQ exams
- As a not-for-profit association of over 50 banking institutions, the majority of ISFB lecturers are employed by our member or partner banks. We do not use generalist trainers, so we can guarantee state-of-the-art learning. What's more, we rely on scientific committees made up of specialists from our member banks to guarantee in-depth expertise in our training courses and examinations.
- A welcoming, secure and fully-equipped setting, easily accessible by train, car or bus, validated to SAQ and EduQua logistics standards.
- Customized preparation for member banks, on their premises or remotely on request.
Key objectives
- Prepare for the exams in a structured and comprehensive way, with face-to-face training and comprehensive, constantly updated learning materials.
- Entrust us, as an accredited external SAQ examination institute, with the organizational and administrative aspects of registration and follow-up in the SAQ register.
The program is composed as follows:
Administration and reporting with SAQ
- Administrative follow-up and full reporting with SAQ
- Registration fee for SAQ certificate included in package
Candidate support
- 2 mock exams to position and train in real-life conditions
- Optional: Individual needs analysis and preparatory training for SAQ CWMA certification (4 hours), online or face-to-face at our premises
Access to our Moodle e-learning platform and our learning documents and MCQs on all body of knowledge topics
Training courses delivered
- 5 days of classroom training/workshop for the written exam (part A & B)
- 2 half-days of comprehensive review of written exam topics
- 1 full day of classroom training to prepare for the oral exam
Reviews
- 2 written exams (part A & part B)
- 1 oral exam
Price
CHF 5250.00 (member price) + optional 4-hour preparatory training (CHF 1'250.00, member price)
CHF 7,000.00 (non-member price) + optional 4-hour individualized preparatory training (CHF 1,670.00, non-member price)
The member prices apply to all ISFB member institutes and their employees.
Registrations
Please complete the online application form.
Your registration will then be considered as firm and definitive. 3 weeks before the beginning of the training, you will have access to our ISFB collaborative space, then a few days before the beginning of the training to the specific space reserved for the participants of this training.
The general conditions of the ISFB apply as soon as you validate our offer.
Opening of the next session - French
It is still possible to register for the Spring 2025 session.
Deadline: March 11, 2025
The complete training schedule is available here.
Opening of the next session - English
The next session starts next Spring 2025
The full training schedule will be available here.
Could you tell us about your career path and your initial and continuing training?
I have been working in Private Banking since 2011 starting off as an Assistant RM in the Wealth Management division at BSI SA, Bahrain Branch.
In my 13 years of working in the private banking sphere, I have honed by skills and developed my knowledge in the different elements of this business from private banking support, to the investment and advisory universe, credit and wealth management services. The CMWA certification covered every component and topic that could be faced by a senior private banker. It further solidified the knowledge required and gave guidance on structure needed to best serve the HNWI and UHNWI space.
You obtained your CWMA SAQ Certification in 2023. What was your state of mind at the start of the certification process?
I was initially taken aback by the amount of information and material that we needed to cover, especially since there were already many changes happening on the work front that needed attention.
If you had to advise future SAQ certified people, what advice would you give them?
Proper planning is key - do not leave the studying to the last minute!
Certification is a process that is sometimes perceived negatively by those concerned. Our aim is to transform this constraint into an opportunity, by offering high-quality face-to-face training to encourage exchange and networking, as well as close contact with HR and training managers, so that they can take advantage of this process to support skills development within their establishments. Certification thus becomes not only a guarantee of safety and compliance with standards, but also a real performance lever for banking establishments.
Maryse Gabbay, Head of Certifications, ISFB