What are the member benefits of the Chartered Strategic Wealth Professional (CSWP)?

As you build your business, CSI will be working alongside you and in the background, providing individual resources, peer-to-peer support and widespread market awareness of the CSWP designation.
  • CSI is actively marketing the CSWP designation to cultivate public awareness and industry recognition of your training and unique depth of services.
  • CSI makes marketing resources available for promoting your business, educating clients and informing prospects (i.e. Access to CSWP client brochure - promote yourself, your practice and your credentials).
  • You'll have permission to use the CSWP designation and logo on your business and marketing materials.
  • Your CSWP designation entitles you to front-of-the-line customer service at CSI.
  • Registration in exclusive CSWP designation holder directory.

Where can I view The Charter of Strategic Wealth Professionals (CSWP)?

The Charter of Strategic Wealth Professionals is the core of the CSWP designation. It outlines the values, beliefs and character of each designation holder, and builds client trust as a public commitment to wisdom, integrity, partnership, and client insight. View the Charter of Strategic Wealth Professionals!

Where can I get information about the Fellow of CSI (FCSI) designation?

Click here to visit our website and learn more about the FCSI designation.

Visit the CSI Membership site to find out more about our designations.
Posted: 03.Mar.2010 in:

How can I update my contact information on the FCSI Directory?

To update your profile, go to the FCSI directory, and select 'Update Your Directory Profile'.
Posted: 16.Nov.2009 in:

Why is there an annual fee to maintain my FCSI Membership?

This fee is used to promote the benefits of FCSI Membership to individual firms and the general public. It was first introduced in 2000. Renew your FCSI Membership online.
Posted: 16.Nov.2009 in:

Where can I locate the FCSI brochure order form?

Click here to order FCSI "Trust the Best" promotional brochures.
Posted: 09.Jan.2009 in: