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.