Asset Management / Investment Advice - Certification Exam

In a few words

This exam leads to a recognized certificate in regards to the requirement of Art. 29 para. 1 let. a and Art. 6 of the FinSA by the Client Advisor Registers.


The certificate


After successfully completing the “Asset Management and Investment Advice” test, you will receive a certificate that serves as proof for:


  • Your knowledge of the FINSA code of conduct
  • Your professional knowledge of:
  • Wealth/asset management
  • Provision of investment advice (personal recommendations)


Practical Information


  • The exam can only be taken once per purchase. We recommend taking the practice exam if you want to practice answering the questions before taking the certification exam.


  • The exam is an online MCQ and can be taken at a time of your choosing.


Price: CHF 550.-
Duration: 80 Minutes
Certification test: 50 Questions
Access: 3 month
Available languages:

Experts

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