SAQ CWMA certification program without preparation

Catalog | CWMA Certification

Context

You can take the SAQ CWMA written and oral exams without further training.

You must obtain a minimum score of 70% on both written exams; no average is 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.
Any re-testing will be billed.

Target audience

The CWMA Wealth Management Advisor certificate is intended for client advisors who are responsible 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

  • technical knowledge of products and services in accordance with the scope and terms of the Wealth Management Advisor program;
  • Demonstrable customer advisory skills and competencies in one of the indicated segments;
  • sufficient knowledge of the rules of conduct defined in the legal provisions to be able to advise customers in the segment concerned.

Holders of a CWMA Wealth Management Advisor certificate can use the title "Certified Wealth Management Advisor" or "SAQ Certified Client Advisor".

To find out if you are eligible for certification, 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.

Organization

Program director : Thierry Lacraz
Certification Manager : Maryse Gabbay
Product Manager : Lionel Blanc

Key objective

  • Take the SAQ CWMA exams at your own pace, without group preparation, with the option of an e-learning solution.

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

Placement tests (mock exams)

  • 2 written placement tests (part A & part B)

Reviews

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

Price

CHF 3,000.00 (member price)
CHF 4,000.00 (non-member price) 

Optional:

Individualized preparatory training
(4 hours) + access to our ISFB Moodle self-learning space
CHF 1'250.00 (member price)
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 firm and definitive. You will receive an ad-hoc invoice.

To schedule your placement tests, please go to the page dedicated to test sessions. Once these exams have been taken, you can register for the final tests on the same page.

The general conditions of the ISFB apply as soon as you validate our offer.

Application for registration