Certified Wealth Management Advisor CWMA

Re-certify your CWMA title

Find below a list of all SAQ recognised courses and recertification measures for the CWMA title including the continuous eduction credit you can claim. To get your SAQ certification, simply take the course and work through the final exam. Upon passing the exam you will be awarded the certificate automatically including the SAQ course code and number of credited hours.
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CWMA one-on-one coaching   
Flagship Classes (longer)
SAQ Credits
Costs ex VAT
Level 
Link
Financial Markets & Products
15 hours
CHF 550
Foundations
Eng / Ger
Wealth & Asset Management
3 hours
CHF 180
Foundations
English
Portfolio Management
9 hours
CHF 450
Advanced
English
Private Equity Master
6 hours
CHF 300
Master
Eng / Ger
Hedge Funds
3 hours
CHF 180
Advanced
English
Derivatives Fundamentals
24 hours
CHF 1500
Advanced
English
Structured Products (coming up)
4 hours
CHF 240
Advanced
English


E-learning topics  (shorter)
SAQ Credits
Costs ex VAT
Level 
Language

E-learning topics are shorter carveouts of our flagship classes (see above). The content of some e-learning topics might partially overlap. Please check the content in advance.

Financial Markets
4 hours
CHF 220
Foundations
Eng / Ger
Money Market & Products
3 hours
CHF 180
Foundations
Eng / Ger
Bond Market & Products
3 hours
CHF 180
Foundations
Eng / Ger 
Equity Market & Products
3 hours
CHF 180
Foundations
Eng / Ger 
Foreign Exchange - FX (coming up)
2 hours
CHF 180
Foundations
Eng / Ger
Portfolio Theory
3 hours
CHF 180
Advanced
English
Portfolio Lab
3 hours
CHF 180
Advanced
English
Alpha, Beta and CAPM
3 hours
CHF 180
Advanced
English
Introduction to Alternatives
2.5 hours
CHF 180
Advanced
English
Private Markets 1
3 hours
CHF 180
Advanced
Eng / Ger
Private Markets 2
3 hours
CHF 180
Master
Eng / Ger
Introduction to derivatives
8 hours
CHF 400
Foundations
English

One-on-one coaching for the CWMA exam

Be in touch if you want to know more 
Do you need a sparring partner? Someone to refresh the material and ask questions, or rather an individual training plan where we work all through the different topics? 

Either way, our one-on-one coaching can be tailored to your needs. The rate is CHF 380 per coaching hour and covers our preparation time. Contact us and let's see if we can help you.