Certifications2024-08-26T19:07:01+02:00

Strategic Business Area 2

Swiss and international certifications

Evaluate and certify technical and interpersonal skills in banking and finance

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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.

Understanding how saq works
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Larissa Kungudi

Quality 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.

CWMA SAQ certification

SAQ certification is a personal certificate consisting of an assessment of technical, behavioral and regulatory skills thus offering a common standard across the industry. Since 2016, it has been designated as a quality standard by Swiss Banking.

Preparation program

SAQ Re-Certification

Once obtained, your SAQ certification is valid for three years. To renew it, you must obtain re-certification, either by attesting that you have the required skills, or by passing an examination, or by completing apprenticeship, training or teaching units.

See full program

CWMA exams

You can take the CWMA exams without preparation.

Register for exams

International Certifications

For experts wishing to sit the CFA or CAIA exams, we offer a face-to-face preparation program. Ideal for people who want to work in groups and with an external cadence.

CAIA Preparation
CFA ESG Preparation
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