SAQ CWMA certification preparation program - english session

Catalog | CWMA Certification

Program also available in French: click here!

Context

A key 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.

Taking advantage of this experience, the SAQ CWMA certification preparation programme has been designed to take into account the current constraints and needs of both banks and candidates: low volumes of candidates per bank while ensuring a 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.

Fluid, simple and transparent, our "all-inclusive" SAQ CWMA program offers you trhoughout the learning process to prepare and maximize your chances of passing certification with confidence and peace of mind.

Trainings are 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 (High Net Worth Individuals) or UHNWI (Ultra High Net Worth Individuals) segment: relationship managers, investment advisors, assistants*, etc.

*For certification eligibility, please contact us.

Stakeholders

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 the SAQ registration to a specialized entity
The program is composed as follows:

Administration and reporting with SAQ

  • A complete administrative and reporting follow-up with SAQ
  • A registration fee for SAQ certificate included in package

Candidate support

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

Trainings to be delivered in English

  • e-learning solution (optional)
  • 5 half-day training sessions / face-to-face workshops for the written exam
  • 1 half-day face-to-face workshop for the oral exam

Exams

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

Price

CHF 4'850.00 (member price)

+ CHF 1'190.00 e-learning solution (optional)

CHF 6,500.00 (non-member price) + e-learning solution (optional)

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 - English

The next session starts next September 26th at 09h00
The full training schedule will be available here.

Testimonial

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!

Rinad Khudair, EFG Bank

Application for registration