Earning the CIWM

  1. Education
    • The CIWM requires applicants to complete an approved learning path and the Strategic Wealth 360 assessment. Before enrolling in the CIWM program, you must hold an approved financial designation or have completed the Wealth Management Essentials course.
  2. Experience
  3. Code of Ethics
  4. Trademarks
  5. Application/Licence
    • The initial application fee is $275 and includes your licence fee for the year.

Maintaining the CIWM

To maintain your CIWM designation in good standing, you must:

Learn more about CIWM Maintenance Requirements