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BECOMING A CIWM

The Certified International Wealth Manager (CIWM) designation is the global standard for the thriving wealth management sector. Designed with extensive industry input, it ensures that those who earn it can aptly address the complex needs of high-net-worth clients, whose wealth is increasing and spreading around the globe.

Learn more about the changing wealth management industry by reading the Whitepaper "Defining the Wealth Management Industry and Practice in Canada"

Co-granted by the Canadian Securities Institute (CSI) and the Association of International Wealth Management (AIWM), the CIWM has international recognition and portability - creating career opportunities for you anywhere in the world.

When you earn the CIWM, you also become one of over 2500 financial professionals to hold this designation around the world.

WHY BECOME A CIWM?

In addition to qualifying you to manage the wealth complexities of high-net-worth clients, your CIWM designation provides you with the following benefits:

  • National promotion and advertising campaigns that create awareness of the CIWM designation, including opportunities to be featured
  • You will be listed in CSI’s Canadian CIWM directory
  • You will be listed in AIWM’s global CIWM directory
  • Affiliate membership with AIWM, giving you opportunities for international networking
  • Advanced standing into Dalhousie's MBA in Financial Services
    CIWM designation holders in good standing are eligible to receive credit for up to 4 MBA courses. Learn more about Dalhousie's MBA in Financial Services.
  • Discounted CE Packages – exclusively for designation holders
    Access to exclusive Professional Development CE packages to help you complete your CE requirements at a discounted rate. The offer is only available when you renew your designation.

    Access to:
    • CIWM trademark designation letters:
      the right to use in marketing materials to promote your credentials
    • CIWM Portal login:
      unlock online resources, publications and customizable marketing materials
    • CIWM LinkedIn Membership Network:
      Access to the member’s only international CIWM networking group on LinkedIn
    • Exclusive webinars:
      stay on top of the latest industry topics

Harness your potential with the CIWM letters.

FIND OUT WHAT IT TAKES

MET THE REQUIREMENTS? APPLY NOW!