Customer advisor bank: training, schools and offers at a glance

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Prepare for the examinations to become a customer advisor bank with an internationally recognized certificate in a preparatory course.

Here you will find suitable schools as well as further information, tips and resources for further training.

Would you like personal advice? Contact the provider of your choice via the "Free information on the topic..." button - without obligation, quickly and easily.

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Customer Advisor Bank: Get your skills and knowledge certified.

Are you a customer advisor in a bank and would like to be certified in this segment? Then you have the option of a state-accredited certificate, which is based on the international standard ISO/IEC 17024 and will earn you one of the following designations once you have obtained it:

  • Certified individual client advisor
  • Certified Private Client Advisor / Certified Private Client Advisor
  • Certified Corporate Banker CCoB
  • Certified Wealth Management Advisor CWMA

Thanks to one of these titles, which is valid for a period of three years and must then be renewed with a recertification, you will stand out from your competitors and colleagues, increase your customers' trust in you as an advisory specialist and gain in-depth expertise in conducting customer meetings. With a course that prepares you for the "Customer Advisor Bank" certification exam, you will acquire all the knowledge you need through self-study with e-learning and then take a specialist banking exam.

You can prepare for the oral exam at the schools in a sales training course, including product training, which is not compulsory but is recommended for less experienced advisors in particular. After taking the oral exam, which requires you to pass the written exam, you will receive the coveted certificate, which certifies your knowledge of advisory processes, individual client solutions and financial products.

You can choose between different types of study, between a self-study course with around 50 hours of study (private clients) and a more extensive course with around 130 hours of study (individual clients). These two options are suitable for anyone who works in a financial institution, has client contact as an advisor in the areas of asset management, investment or finance or is involved in managing a client book. In the "Client Advisor Bank / Client Advisor Bank Individual Clients" course, you will acquire comprehensive knowledge on the following topics:

  • Strategy private clients
  • Precaution
  • Pay and save
  • Financing
  • Attachments
  • Legal, Risk and Compliance

The personal certification course for private clients does not include the area of financing, as well as some key topics within the main topics, such as content on the 1st and 2nd pillar, accident insurance and matrimonial and inheritance law.

Are you interested in this certificate and would like more information about the schools that offer preparation courses, as well as the exact dates, locations and content? Then simply use our contact form to have the relevant schools, which you can find at the top of this page, send you all the necessary documents by e-mail.

Questions and answers

It is not necessary to attend regular classroom instruction at a school for the personal certification in banking. You will work through the course content on your own, and depending on your specialization, you will be provided with various amounts of banking course booklets (3 to 25) and can also obtain math course booklets if required. You acquire your knowledge from these learning booklets at your own pace and are supervised by a professional e-teacher. Only once or twice per certification do you take part in face-to-face lessons for sales training and also take an oral and written exam at the end of your learning time.

The continuing education, further training to become a bank customer advisor listed here is a personal certification recognized by the Swiss Accreditation Service SAS in accordance with international ISO standards (ISO / IEC 17024).

Continuing education, further training to become a bank customer advisor is self-study and can therefore be arranged very individually in terms of time. Depending on which certificate you are aiming for, you can expect to spend between 50 hours (personal certificate for private clients) and 410 hours (personal certificate for corporate and institutional clients).

After completing continuing education, further training as a Client Advisor Bank and the chosen specialization, you are entitled to use one of the following titles: "Certified Individual Client Advisor", "Certified Private Client Advisor", "Certified Corporate Banker CCoB", or "Certified Wealth Management Advisor CWMA".

Redaktionelle Leitung:

Stefan Schmidlin, Bildungsberatung, Content-Team Modula AG

Quellen

Website des Schweizerischen Sekretariats für Bildung, Forschung und Innovation SBFI , Website www.berufsberatung.ch (offizielles schweizerisches Informationsportal der Studien-, Berufs- und Laufbahnberatung) sowie Websites und anderweitige Informationen der Berufsverbände und Bildungsanbieter.

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Feldstrasse 80
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AZEK Training Center for Financial Professionals
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AZEK 1990 is a leader in the training of financial professionals in financial analysis and asset management, wealth management and financial market operations. Courses in classroom teaching and distance learning. Experienced, renowned lecturers from the field and a modern online learning platform with videos, apps, podcasts, forums and exam support characterize our offer.

Courses:
- Wealth advisor with federal certificate/Associate Wealth Manager AWM
- Expert in Wealth Management with a federal diploma/Certified International Wealth Manager CIWM
- Financial analyst and asset manager with a federal diploma/Certified International Investment Analyst CIIA
- Technician in financial market operations FMT with a federal diploma
- Expert in financial market operations FMO with federal diploma
- ESG certificate for client advisors ESG-CA
- FIDLEG certificate for client advisors
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