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E-learning

SAQ-CWMA

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The CWMA (Certified Wealth Management Advisor) quality seal is the professional standard adopted by Swiss banks since 2016 for their wealth management advisors. ARIF has anticipated the training obligations that the new Financial Services and Financial Institutions Acts (FinSA/FinIA) will place on External Wealth Managers (EWMs) as from 2020 by giving these financial intermediaries the option of embarking now on a programme that will train or prepare them for it.

The next session will take place on May 28th, 2019 (English or French) at the Institute for Studies in Finance & Banking (ISFB).
You can register now by means of the form formulaire and return it to the secretariat of ARIF.

ISFB handles the CWMA certification process on behalf of SAQ (Swiss Association for Quality). The training/preparation for certification - which is available in French and English - is provided jointly by ARIF and ISFB, extends over 6 to 9 months (e-learning and/or an intensive 6-day on-site programme) and covers the 15 areas of the CWMA skills. ARIF and ISFB worked together for 11 months to open up this certification to EWMs (initially it was open only to bankers) and to develop an efficient programme of training/preparation. Obtaining the same certification as bankers will be the best way for EWMs to prepare for the training requirements laid down by the FinSA.

The certification is made available at a preferential rate by ARIF starting from CHF 1’500.- (VAT not included) depending on the needs and the number of EWMs per company. To this may be added, according to the results of the positioning test, the preparation for the certification. In this regard, ARIF offers a global package corresponding to the standard training requirements for an already active EWM (ARIF package). The latter offers the best preparation conditions to obtain the certification. You will find further details in the attached documentation.

The ARIF’s secretariat remains at your disposal for any further information and for registrations.

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