Enrolment Period: 60 days
What is the CIWM exam structure?
| Structure |
Information |
| Exam |
1 |
| Exam Format |
Based on a client-scenario. Mix of online tests and wealth plan that must be submitted |
| Exam Duration |
Over the course of 60 days. |
| Attempts Allowed Per Exam |
1 |
| Passing Score |
60% |
What is the CIWM exam weighting?
| Exam Topics |
Weighting |
| Part 1: Client Discovery |
20% |
| Part 2: Creation of Wealth Plan |
60% |
| Part 3: Effective Communication |
20% |
What Continuing Education (CE) credits will you earn?
| Accreditation | Credits |
|---|
| ICS Life Insurance | 20 |
| FSRA Life Insurance | 20 |
| AIC Life Insurance | 20 |
| CIRO-MF Professional Development | 20 |
| CIRO-ID Professional Development | 20 |
| DFSA Professional Development | 20 |
| MTI | 20 |
| PFP Professional development | 20 |
| CIM Professional development | 20 |
| ADVOCIS Structured Learning CE | 20 |
View CE credits
for all CSI courses and all associations.
