CSI will be performing maintenance on June 22nd from 7:00 PM to 12:00 AM EST. Exam scheduling will be unavailable. Existing exam bookings will not be impacted. Please do not submit support tickets for scheduling issues during this time.

What are the Benefits of Holding the CIWM?

In addition to qualifying you to develop and manage comprehensive financial plans for your clients, your CIWM designation provides you with the following benefits and exclusive member access:

Get listed in CSI’s CIWM Directory, which helps clients find you and verify your credentials

Enjoy the right to use the CIWM trademark designation letters in marketing materials to promote your credentials

Access to online resources and customizable marketing materials through the CIWM Member Portal to help you promote yourself, your designation, educate your clients about the CIWM and build your practice.

Free access to all webinars designed for financial advisors on the latest industry trends and topics through CSI Live.

Access to the member’s only CIWM networking group on LinkedIn.

Opportunity to conduct your own webinar through CSI Podium.

The CE Tracker is an interactive dashboard that serves as a central repository for CIWM holders to track and manage their CE requirements to maintain their CIWM designation.

National promotion and advertising campaigns that create awareness of the CIWM designation, including opportunities to be featured.

Designation Annual Report

In recognition of the dedication and commitment you’ve demonstrated in attaining and upholding your designation, we are pleased to introduce the Designation Annual Report. This comprehensive document has been crafted to offer insightful details regarding your designation, including statistics on new designation holders, highlights of promotional initiatives, and a comprehensive overview of member benefits.

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How does CSI Promote the CIWM Designation?

CSI works hard to promote the CIWM letters on behalf of our designation holders. Our goal is to build awareness of the CIWM by emphasizing its value to the financial services community, employers and the investing public. We do this annually through advertising and public relations campaigns across print, digital and out-of-home (public) media.

View Campaign

How Can CIWM Holders Get Involved?

CIWM Ambassador Program

We’ve found that one of the most effective ways to promote the CIWM letters is to feature the unique individuals who hold them. Our last few campaigns have featured real designation holders selected through an application process to become CIWM Ambassadors. If you hold the CIWM designation and are interested in participating in a future campaign, tell us why.


Become A Subject Matter Expert

To help us continue developing, delivering, and maintaining the Certified International Wealth Manager (CIWM) Designation to the high standard expected by the financial services industry, CSI contracts with practicing designation holders for compensation to participate in the CIWM Certification Examination assessment as scorers and content developers. If you’re interested in this excellent opportunity to contribute to the growth of your designation, please let us know.


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