Client advisor ESG-CA (certified) (Region Westschweiz):
1 Provider
Sofort zur richtigen Weiterbildung
Questions and answers
What qualification will I receive after continuing education, further training as a bank customer advisor?
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".
How long does the training to become a customer advisor bank take?
Continuing education, further training to become a bank customer advisor is self-study and can therefore be arranged very individually in terms of time. Depending on which certificate you are aiming for, you can expect to spend between 50 hours (personal certificate for private clients) and 410 hours (personal certificate for corporate and institutional clients).
Do I not attend any classes for continuing education, further training as a bank client advisor?
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.
Is the training to become a bank customer advisor recognized?
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).
Erfahrungen, Bewertungen und Meinungen zur Ausbildung / Weiterbildung
Haven't found the right training or further education yet? Benefit from educational advice now!
Further training is not only important in order to maintain or increase professional attractiveness, investing in training or further training is still the most efficient way to increase the chances of a pay rise.
The Swiss education system offers a wide range of individual training and further education opportunities - depending on your personal level of education, professional experience and educational goals.
Choosing the right educational offer is not easy for many prospective students.
Which training and further education is the right one for my path?
Our education advisory team will guide you through the "education jungle", providing specific input and relevant background information to help you choose the right offer.
Your advantages:
You will receive
- Suggestions for suitable courses, seminars or training programs based on the information you provide in the questionnaire
- An overview of the different levels and types of education
- Information about the Swiss education system
We offer our educational counseling in the following languages on request: French, Italian, English
Register now and concretize your training plans.
Attraktive Services für Swisscom Mitarbeitende
Kostenlose Services
» Bildungsberatung (Wert: CHF 150.–)
Bildungs- und Businessratgeber (Wert: CHF 175.–)
» Rabatte
Attraktive Rabattierungen seitens der Bildungsanbieter.
» Massgeschneiderte Bildungsangebote
Ohne grossen Zeitaufwand den besten Trainer, Coach oder Schulungsanbieter finden
Bildungsangebot Schweiz
Aus über 700 Bildungsanbietern das richtige Bildungsangebot finden