Your way to the certificate

The Exams

The qualification procedure consists of a successfully completed written and oral examination.

Written examination

Admission criteria written examination

The following conditions must be met by the candidate at the time of the written examination:

  • must be employed by a financial institution d.

The written examination tests all relevant technical skill for the selected program.

Oral examination

Admission criteria written examination

The following conditions must be met by the candidate at the time of the oral examination:

  • must be employed by a financial institution
  • must have a client book, participate in such a book or work as an independent specialist for clients and be in direct contact with them.
  • must have one of the roles defined in the examination provider's technical documentation
  • must have passed all required

During the oral examination, examination experts systematically observe and assess the ability of the candidates to give advice. To make this assessment in a framework which is as close to reality as possible, the conduct and professional skills are tested on the basis of a simulated discussion with a client.