Strategic Business Area 2
Swiss and international certifications
Evaluate and certify technical and interpersonal skills in banking and finance
Would you like to find out more about SAQ Certification?
SAQ certification is the Swiss Bankers Association's response to the training requirements set out in the Financial Services Act. It consists of an assessment of technical and behavioral skills, divided into one or more written exams and an oral exam. To this end, the SBA has entrusted the Swiss Association for Quality (SAQ) with the task of setting up this certification program, in line with the content requirements laid down by the SBA.
Maryse Gabbay
Certifications Manager
The Institute acts as an SAQ Approved Center for CWMA segment examinations and re-certification in the CP, CI, CCoB, PME and CWMA segments.
ISFB also offers preparatory programs for the international CFA ESG and CAIA certifications.
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About SAQ
The SAQ Client Advisor Bank certification system was developed in close collaboration with the Swiss banking industry and is recommended by Swiss Banking 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 by the advisor profession.
Only professionals who are employed by a financial institution (bank or independent asset manager) and who have or hold a client portfolio, as well as self-employed professionals in direct contact with clients, are eligible to sit the required examination.
SAQ Swiss Association for Quality has commissioned examination institutes to conduct public examinations. Each examination institute has its own set of examinations. For French-speaking Switzerland, the ISFB conducts examinations to SAQ standards.
