Pre-test
A self-assessment test is required before the start of the classroom phase. This serves to ensure that participants gauge their own level of preparation and to help achieving a more homogeneous level of knowledge for the classroom phase. The test will be a 30 minute multiple choice questionnaire and will allow participants to check if they have the appropriate level of knowledge of the basic principles that will be treated during the Foundation Module 0.
Foundation module
A foundation module of 1.5 days (12 hours) is held addressing certain principles which apply to all jurisdictions. This module is offered in German, French, Italian and English. It only needs to be taken once, even for those advisors seeking certification for different countries
Country-specific modules
Country specific modules of in total 2.5 days (20 hours) are offered for selected countries. Currently these are offered for France (in French), Belgium (in French), Germany (in German), Austria (in German), UK (in English) and Spain (in Spanish).
Exam and Certification
After completing the full program, an multiple choice exam will be held. The exam will last one hour. Successful candidates will receive the “Swiss Cross-Border Wealth Management Certification” issued by the Centro di Studi Bancari and the Swiss Finance Institute.
Refresher courses
To maintain the certification issued by the Centro di Studi Bancari and the Swiss Finance Institute, eligible certificate holders are required to take an annual refresher course. These will be announced in a timely manner to the certificate holders.
Regulations
For the regulations governing the "Swiss Cross-Border Wealth Management" certification courses please see the following document:
Regulations
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