Certification
Assess and certify technical and interpersonal skills in the field of banking and finance.
Certification is a process that is sometimes viewed negatively by those involved. We aim to turn this challenge into an opportunity through high-quality in-person training sessions that foster discussion and networking, as well as through close collaboration with HR and training managers, so that we can leverage this process to support skills development within their organizations.
Maryse Gabbay, Member of the Executive Team, Head of Certification
SAQ-approved center for initial CWMA certification and recertification in all segments
The ISFB is the only accredited training organization based in French-speaking Switzerland that administers SAQ certification exams for its member banks and, more broadly, for participants in the financial sector. The regular review of course content by the Program Director, the creation of materials covering exam topics, and the organization of in-person courses taught by experts currently employed at banking institutions are all distinctive features and strengths that characterize the ISFB’s certification program.
The institute serves as an SAQ-accredited center and offers several exam preparation programs for the CWMA segment, as well as recertification training for the CP, CI, CCoB, SME, and CWMA segments.
Our contribution to the ecosystem
Interbank preparation leading to SAQ CWMA certification
Privatization of the training program leading to SAQ CWMA certification
Modular program
Administration of written and oral exams
Supervision of positioning tests
Monitoring and reporting to HR departments
Review of individual situations with HR
Exam Make-up Sessions
Personalized technical coaching
Group technical coaching
Holding informational sessions
ISFB E-Learning Self-Study Portal
Transforming certification into a lever for professional development
A 9-month classroom training course
The Institute acts as an SAQ Approved Center for CWMA segment examinations and re-certification in the CP, CI, CCoB, PME and CWMA segments.
Learn more about SAQ Certification
The SAQ certification is the Swiss Bankers Association’s response to the training requirements set forth in the Financial Services Act. It consists of an assessment of technical and behavioral competencies, comprising one or more written exams and an oral exam. To this end, the ASB has entrusted the Swiss Association for Quality (SAQ) with the task of establishing this certification program in accordance with the content requirements set forth by the ASB.
Latest news from the Certification department
About SAQ
The SAQ Client Advisor Bank certification system was developed in close collaboration with the Swiss banking sector and is recommended by Swiss Banking to its members.
The SAQ certificate is a mark of quality, attesting that the holder possesses the necessary skills and is familiar with the rules of conduct defined by the advisory profession.
Only professionals who are employed by a financial institution (bank or independent wealth manager) and who have or manage a client portfolio, as well as self-employed individuals who have direct contact with clients, are eligible to take the required exam.
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.