Your way to the certificate
The Exams
The qualification procedure consists of a successfully completed written and oral examination.
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.
