Private Banker (PB) Qualification Test
| Test Sponsor organization name | The Securities Analysts Association of Japan |
|---|---|
| homepage address | https://www.saa.or.jp/pb/index.html |
A private banker (PB) is an "investment policy document" for wealthy people (including mass wealthy people) that is based not only on financial assets but also on lifelong or multi-generational strategies, including business restructuring and business succession. An expert who plans a plan and supports its implementation over many years.
How to apply
Before reserving your exam, check out the Japan Securities Analysts Association's `` home page” Please apply.
For taking the exam
You can check the process leading up to the exam and the basic operations of CBT.
Test information
| Exam Name | Exam Code | Exam time (including questionnaire) |
|---|---|---|
| Primary PB 1st unit (RM, professional ethics/code of conduct, financial assets) | KP0-P12 | 105分（5分） |
| Primary PB 2nd unit (asset management [real estate], asset succession and management) | KP0-P22 | 105分（5分） |
| Primary PB 3rd unit (business succession) | KP0-P32 | 105分（5分） |
| Test Reservation period | at any time |
|---|---|
| Test date | Open all year round (excluding public holidays and year-end and New Year holidays) |
Payment
Voucher
Event information
Notes
Scheduling
- Reservations can be made from 60 days before the test date to at least 3 business days before the test date. If the test date is a Saturday or Sunday, the deadline is 4 business days before the test date.
- Business days are days excluding Saturdays, Sundays, holidays, and year-end and New Year holidays.
- To reserve an exam, you will need an exam ticket (Voucher) issued by The Securities Analysts Association of Japan.
- The exams that can be booked vary depending on the exam ticket number. Please check the first two digits of your exam ticket number and the applicable exam before making your reservation.
| Examination ticket number (first two digits) | Exam Name |
|---|---|
| P1 | Primary PB 1st unit (RM, professional ethics/code of conduct, financial assets) |
| P2 | Primary PB 2nd unit (asset management [real estate], asset succession and management) |
| P3 | Primary PB 3rd unit (business succession) |
On the day of exam date
- Reception is open from 30 minutes to 15 minutes before the start time of the exam. If you are late to the reception desk, you will not be able to take the test, so please arrive with plenty of time to spare.
- You will be required to present the designated Identification Document on the day of the test. If you cannot present it, you will not be able to take the test.
Candidate Schedules
ID creation
If you do not have a Prometric ID, please create one first.
If you have Prometric ID that starts with JP, you can use it for all exams, so please log in and proceed with your reservation.
Login/ Scheduling /Change/Cancellation
Reservations, changes, and cancellations can be made up to three business days before the test date. If the test date is a Saturday or Sunday, the deadline is 4 business days before the test date.
Testing Accommodations
If you require reasonable accommodation to take the test, you must apply in advance before Scheduling Test.
Group Registration
What to bring on the day
Identification Document
Please bring one of the following items:
Driver's license, passport, My Number card, residence card, special permanent resident certificate, driving record certificate, employee ID card
Identification Document other than those listed above are Other valid Identification Document Please check ".
Test Result
Test Result notification
Test Result will be displayed on the screen after the test is completed. We will also provide you with a score report via email.
Please check the "Score Report" for details.
Qualification
For information on qualification certification, etc., please refer to "Examination Guide 5. Test Result."
FAQ
Contact information
Inquiries regarding CBT Test Scheduling and exams
Prometric Customer Service Center
Reception Hours 9:00-18:00 (excluding Saturdays, Sundays, holidays, and year-end and New Year holidays)