It is not necessary to attend regular classroom instruction at a school for the personal certification in banking. You will work through the course content on your own, and depending on your specialization, you will be provided with various amounts of banking course booklets (3 to 25) and can also obtain math course booklets if required. You acquire your knowledge from these learning booklets at your own pace and are supervised by a professional e-teacher. Only once or twice per certification do you take part in face-to-face lessons for sales training and also take an oral and written exam at the end of your learning time.

After completing continuing education, further training as a Client Advisor Bank and the chosen specialization, you are entitled to use one of the following titles: "Certified Individual Client Advisor", "Certified Private Client Advisor", "Certified Corporate Banker CCoB", or "Certified Wealth Management Advisor CWMA".

The continuing education, further training to become a bank customer advisor listed here is a personal certification recognized by the Swiss Accreditation Service SAS in accordance with international ISO standards (ISO / IEC 17024).

Continuing education, further training to become a bank customer advisor takes different lengths of time depending on the provider, offer and target group.

This is because the schools put together their own courses.

Depending on the situation, there are training courses that only last a few days or weeks - or even longer, depending on the situation.

For more information, please contact the schools. Contact us now quickly, easily and without obligation using our contact form or use the "Ask a question" button to get in touch with the right contact person directly.