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54 results:
1. Recertification  
Requirements Certificate holders are employed at a financial institution at the time of recertification They have or participate in a client book in the segment to which the certificate for…  
2. Certificates  
Contact Team Personnel Certification Client Advisor Bank banking@saq.ch Tel. +41 31 330 99 00 Downloads Retail Advisor Private Clients Advisor Individual Clients …  
3. Acceptance of recertification measures  
Downloads Acceptance of recertification measures Once a certificate has expired, the holder may request recertification if they meet the requirements and provide the necessary documentation, e.g.…  
4. Exams process  
Downloads Contact Team Personnel Certification Client Advisor Bank banking@saq.ch Tel. +41 31 330 99 00 Your way to the certificate The qualification procedure consists of a successfully…  
5. Exam providers  
Contact Team Personnel Certification Client Advisor Bank banking@saq.ch Tel. +41 31 330 99 00 Certified Wealth Management Advisor CWMA Institution Languages    …  
6. Example_RCM_submission.xlsx  
SAQ Code Subject ID (intern Anbieter) Option SAQ Officer 3A CRT Y DM CWMA WBT 1A 2A 4A 5A 6A 7A 8B TOJ EXP TRN EXAM CPD Continuing Professional Development…  
7. Guidelines_on_the_submission_of_recertification_measures_E_V1.3_181025.pdf  
SAQ Swiss Association for Quality Personnel Certification Accredited based on SN/EN ISO IEC 17024:2012 Swiss Accreditation Service SAS (SCESe 0016) Certification Client Advisor Bank Guidelines on…  
8. Vereinbarung_Anerkennung_Re-Zertifizierungsmassnahmen_Institute_E_V02_191004.docx  
Acceptance of recertification measures Client Advisor Bank 1. Company details Applicant FORMTEXT       Address FORMTEXT       Postal code / Place FORMTEXT       Contact person FORMTEXT…  
9. Checkliste_Rezertifizierung_en.pdf  
Step by step to successful recertification 1. Check the duration and set a reminder: Check the duration of your certificate in good time and set yourself a reminder → our recommendation: 12 months…  
10. Re-zertifizierung_-_Antrag_Re-zertifizierung_Privatperson_E_V03_190311.docx  
Application Recertification Client Advisor Bank Personal data Title FORMCHECKBOX Mr FORMCHECKBOX Mrs First Name FORMTEXT       Name FORMTEXT       Street / Number FORMTEXT       Postal…  
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