The core knowledge program is intended for all client advisors in private banking/wealth management. Due to the rapidly changing markets and financial products, in particular the regulatory requirements, the advisors constantly need to update and complete their knowledge. The training program covers the necessary core competencies required by client advisors, in particular wealth management, financial instruments as well as law and taxation. On successful completion both the Federal Diploma and the International Certificate of Associate Wealth Manager AWM, recognized in countries in Europe, North America and Asia, are awarded.

Important to know:

  • Course in distance-learning only, start any time
  • Study time 200-300 hours, depending on previous knowledge
  • Examination dates March and Septmber
  • Course costs CHF 4'600, examination costs CHF 1'300

Testimonials

Diploma

Alumni

Here you will find the names of our alumni.