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Learning Courses Dealing With High Net Worth Clients Program (DHNW) DHNW Curriculum
The Dealing with High Net Worth Clients Program consists of the following five courses covering the major competencies of a wealth manager who deals with high net worth clients:
Each course consists of a series of modules (6 to 10 modules depending on the course) covering specialized topics within that competency domain. The modules range in length from 0.5 to 6 hours. Each module concludes with an online test. Completion of that test earns the learner multi-jurisdictional CE credits. Students thus earn CE credits incrementally as they work their way through the course.
Completion of all online tests within a course earns the learner a course completion notice along with a micro-certificate which is represented to the student in the form of a digital badge. For example, learners who complete the Retirement Planning for High Net Worth Clients course will receive a congratulatory note indicating they have earned a Micro-Certificate in Retirement Planning for High Net Worth Clients which will allow them to share their verified CSI credential online on email signatures, digital resumes, websites, and social media channels.
In addition, learners who complete this course are also on the path to earning the Certificate in Retirement Strategies and learners who complete the Estate Planning for High Net Worth Clients course are on the path to earning the Certificate in Estate Planning and Trust Strategies.
Finally, learners who complete the full Dealing with High Net Worth Clients Program or equivalencies will have completed the formal course requirements for earning the internationally recognized CIWM designation.
The CIWM learning path (Dealing with High Net Worth Clients Program) will recognize prior learning completion of both CSI and external courses and certifications based on the following table. Please review this table prior to registering for courses within the Dealing with High Net Worth Clients Program to see if you have already earned an equivalency:
|Course Exempted||CSI Course that gives exemption||CSI Certificate that gives exemption||External certification that gives exemption|
|Retirement Planning for High Net Worth Clients||Advanced Retirement and Estate Planning Strategies||Certificate in Retirement Strategy|
|Advanced Retirement Management Strategies|
|Investment Strategies for High Net Worth Clients||Advanced Investment Strategies||Certificate in Advanced Investment Advice||Chartered Financial Analyst (CFA)|
|Investment Management Techniques®||CIM or CIM®|
|Estate Planning for High Net Worth Clients||Advanced Retirement and Estate Planning Strategies||Certificate in Estate Planning and Trust Strategy||Chartered Life Underwriter (CLU)|
|Advanced Estate Planning and Trust Strategies||Trust and Estate Practitioner (TEP)|