Certification of wealth management client advisors
The Swiss Bankers Association (SBA) recommends to its members that their client advisors working in wealth management should be certified to Swiss Association for Quality (SAQ) “Certified Wealth Management Advisor CWMA” standard, which meets the requirements of the international ISO 17024 standard.
https://www.swissbanking.org/en/topics/training/certification-of-wealth-management-client-advisors
https://www.swissbanking.org/en/topics/training/certification-of-wealth-management-client-advisors/@@download/image/Zertifizierung.png
Certification of wealth management client advisors
The Swiss Bankers Association (SBA) recommends to its members that their client advisors working in wealth management should be certified to Swiss Association for Quality (SAQ) “Certified Wealth Management Advisor CWMA” standard, which meets the requirements of the international ISO 17024 standard.
For further information please refer to the following documents:
