Asset Management / Investment Advice Exam

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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)

Blockchain certification

Your training certificate benefits from the latest technologies in terms of security and recognition and is emitted in 3 languages on the blockchain.

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. Once purchased, you will receive an email to access your exam within 48 hours of your purchase (business days).