Comprehensive Offer – Clear Focus


The certification process is only on offer to persons who are employed in a financial institution and who are responsible for or involved in the management of a customer portfolio.



Advisor Private Clients

Advisor Individual Clients

Certified Advisor Privat Clients

Certified Advisor Individual Clients


Advisor SME Clients

Corporate Banker CCoB

Certified Advisor SME Clients

Certified Corporate Banker CCoB

Wealth Management

Advisor Affluent Clients

Wealth Management Advisor CWMA

Certified Advisor Affluent Clients

Certified Wealth Management Advisor CWMA