Certificates

Banking relationship managers can obtain certification for their complex duties based on an accredited standard, thus increasing client confidence.

 

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Examination

The examination covers general industry knowledge, codes of conduct and bank-specific content as well as how these are applied in an advisory context.

 

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Recertification

As client needs and regulatory requirements are constantly evolving, certificates need to be renewed every three years.

 

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Examination boards

These organisations conduct examinations in accordance with the SAQ’s regulations and requirements.

 

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