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A globally recognized program for professionals advancing into quantitative finance, risk, and derivatives.
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Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience and education for financial professionals with CSI certificates, designations & fellowship.
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Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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A training program for new registrants that reinforces core competencies and elevates job readiness.
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During Financial Literacy Month we aim to help Canadians understand their finances better & navigate the changing economic landscape.
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CSI Podium offers designation holders opportunities to speak on topics to benefit their clients, colleagues, and the investing public via webinars.
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The CSI brand will continue, as will its stewardship of the industry’s renowned certifications and designations.
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FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Home > Credentials > Credential CIWM Overview > Credential CIWM Apply
You can apply for the CIWM designation online once you have completed the learning pathway and met all other designation requirements. When applying online, CSI will confirm that you have completed the course requirements. Once confirmed, you will be prompted to:
Once approved, you will receive immediate confirmation along with an order ID number. You will receive your official letter of certification and a wall certificate (if purchased) within 4 – 6 weeks. You will also receive an email to accept your digital badge that you can share with your network.
Non-refundable application fee for first time Certified International Wealth Manager (CIWM) designation candidates. Prior to submitting your application, please be sure that you have met the 3 years of relevant work experience requirement.
This impressive frame with a gold trim and a double matte has been uniquely designed for the CIWM designation.