SAQ CWMA certification program with and without preparation
The SAQ Client Advisor Bank certification system was developed in close collaboration with the Swiss banking industry and is recommended by Swiss Banking (ASB) 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 for the profession of customer advisor.
As an SAQ-approved examination center for French-speaking Switzerland, ISFB offers three programs enabling asset managers to obtain their SAQ CWMA certification.
| Program | Content | Diplomas awarded | Details |
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Cursus with full training |
For asset managers wishing to review the entire subject and benefit from collective support.
10 days of training covering the entire SAQ knowledge base:
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To know more about it |
Cursus with partial training
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For asset managers who already have a broad theoretical knowledge and would like to learn more about specific modules.
5 days of training covering the most technical topics in the SAQ body of knowledge:
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To know more about it |
| SAQ Certification Program - without training | For asset managers wishing to sit the SAQ CWMA exams without group preparation, with the option of an ISFB self-study area including individual coaching. |
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To know more about it |
A brand collective,
several experts additional recognized by the market,
rooted in field reality among our members and partners:
That's why experts come to ISFB for initial SAQ CWMA certification. Through its collective brand, our offering stands out for its ability to bring together cutting-edge expertise, directly rooted in the realities of the field. Our lecturers, working within our member banks or strategic partners, draw their legitimacy not only from their technical expertise, but also fromthe central role they are entrusted with within their structure. This model enables us to intervene with greater relevance, while federating knowledge to create powerful strategic leverage for the benefit of our members and institutional clients.
Developing your knowledge deserves more than just a screen: give yourself every chance of passing your exams by training face-to-face, with a team of specialists and other like-minded participants!
What sets us apart?
- As anon-profit organizationour priority is clear: we aim for quality of service before maximizing profit.
- Unlike the generic, one-size-fits-all approaches often offered online, we tailor our teaching to the concrete needs of today's professionals, with a constant concern for excellence and ethics.
- Not only do we speak your employees' language - literally and figuratively, but more importantly, our many specialized trainers are recognized experts, all active in the field of banking and finance in French-speaking Switzerland.
- A ISFB scientific committee scientific committee dedicated to SAQ Certification ensures the quality of the service you receive.
- An in-house team dedicated to the SAQ service maintains close contact with participants and the bank that employs them, in order to provide a detailed analysis of needs and personalised personalized advice.
- A a street-side institute located in the center of Geneva, with excellent transport links and all the equipment you need to prepare for certification with complete peace of mind.
- Access to our Moodle platform to access our online preparation materials.
- Opportunities individual individual or team coachingOur experts specialize in all areas of the body of knowledge.
