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.
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)
Your training certificate benefits from the latest technologies in terms of security and recognition and is emitted in 3 languages on the blockchain.
- 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. Once purchased, you will receive an email to access your exam within 48 hours of your purchase (business days).