Asset Management / Investment Advice - Certification Exam

In poche parole

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.


Prezzo: CHF 550.-
Durata: 80 Minutes
Test di certificazione: 50 Domande
Accesso: 3 mese
Lingue disponibili:

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