To qualify for the CIWM designation, you must successfully complete the Strategic Wealth 360 Assessment. To apply to write the Strategic Wealth 360 assessment, you must have at least 3 years of experience working directly with (or in support of) the wealth management needs of retail clients.

Verifying Your Experience

As part of the Strategic Wealth 360 application process, work experience will be verified and audited. Applicants will be asked to provide the name of the verifying individual on their application form.

  • Individuals who can verify experience should be a current or recent employer/supervisor who holds the CIWM or another recognized designation (e.g., a CIM®, PFP®, FICB, CFA, CA, CFP).
  • Self-employed individuals must provide verification from a previous employer or a close peer who holds a financial services designation (same as above) - in such a case, CSI may request further documentation
  • CSI will accept a corporate CIWM work experience attestation from an employer confirming that an applicant has fulfilled the required work experience