SAQ CWMA certification preparation program - French session

Catalog | CWMA Certification

English session: click here!


A player in SAQ certification since the initial project, ISFB is the largest external certification center in French-speaking Switzerland: since 2018, several dozen banks have placed their trust in us.

Drawing on this experience, the SAQ CWMA certification preparation program has been designed to take into account the current constraints and needs of both banks and candidates: low volumes of candidates per bank and the need to focus resources on other priorities while ensuring preparation that maximizes the chances of success.

Our all-inclusive solution (administration, reporting, support, training, exams) takes care of everything right up to your SAQ registration, in a compact and essential package.

With this innovative program, ISFB offers face-to-face training, including an intermediate placement test, enabling candidates to better prepare for the final exam.

Training is provided by our ISFB experts, while exams are coordinated by our Product Manager.

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*, etc.

*For certification eligibility, please contact us.


ISFB lecturers have been working in the banking and financial world, or in their respective fields, for many years and are recognized as some of the best experts in our ecosystem in French-speaking Switzerland.

Key objectives

  • Prepare exams in a structured and comprehensive manner
  • Entrust the organizational and administrative aspects of SAQ registration to a specialized entity
  • Be as prepared as possible for the SAQ CWMA certification exam

The program is composed as follows:

Administration and reporting with SAQ

  • Complete administrative and reporting follow-up with SAQ
  • Registration fee for SAQ certificate included in package

Candidate support

  • 2 mock exams to position and train in real-life conditions

Training delivered

  • 5 half-day training sessions / face-to-face workshops for the written exam
  • Optional e-learning solution covering exam topics (extra charge)
  • 1 half-day face-to-face oral exam


  • 2 written exams (part A & part B)
  • 1 oral exam


CHF 4'850.00 (member price) + CHF 1'190.00 (member price) optional e-learning solution 

CHF 6,500.00 (non-member price)

The member prices apply to all ISFB member institutes and their employees.


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

The next session will start on September 30, 2024 at 9:00 a.m.
The full training schedule is available here.


Application for registration