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CPB Certified Private Banker VIP Practice Exam
CPB — The Certified Private Banker (CPB) designation is awarded by the Swiss Finance Institute (SFI) in partnership with the University of Geneva; the exam assesses competency across private banking business models, wealth management, portfolio construction, regulatory compliance, estate planning, and client relationship management, typically comprising 60–80 multiple-choice and scenario-based questions administered over approximately 120 minutes.
29
Questions
120m
Time Limit
75.00%
To Pass
Question 1 of 29👑 VIP
A high-net-worth client, Mrs. Chen, approaches your private bank with €8 million in liquid assets. She states she wants 'aggressive growth' but during your discovery meeting reveals she is 62 years old, recently widowed, and has no other significant source of income beyond this portfolio. She becomes visibly anxious when you mention potential short-term losses of 20–30%. Which of the following best describes the conflict you must resolve before constructing her portfolio?
Questions 2–29 and full explanations are VIP-exclusive.