Find a CIWM
The needs of high-net-worth clients are complex. As wealth spreads across borders, we encounter a whole other layer of complexity. There’s no question about the benefit of working with a financial expert who can navigate all of wealth’s intricacies - here and abroad.
The Certified International Wealth Manager(CIWM) designation is the global standard for wealth management. Designed with extensive industry input, it ensures that those who earn the CIWM letters have the strategic and practical expertise that high-net-worth clients demand. A CIWM is a holistic thinker, connecting and managing every financial aspect of an affluent client's life.
Those who choose to work with a CIWM can feel confident that their wealth is being effectively protected and primed for growth - leading up to retirement and beyond. Not only do CIWMs provide clients with specialized service and financial advice - they are also held to high professional standards. They are required to abide by a Code of Ethics and fulfil maintenance requirements to make sure they always bring their best to the table.
Learn more about the rigorous requirements of the CIWM
The CIWM Competency Profile provides an overview of the responsibilities, skills and knowledge that are unique to someone who holds the CIWM designation.
Download your copy of the CIWM Competency Profile.
The Association of International Wealth Management (AIWM) is the professional association for wealth managers around the world. A not-for-profit based in Switzerland, the AIWM is dedicated to promoting and strengthening global education in private banking and wealth management.
It was established to:
- Identify and address the needs of high-net-worth clients
- Respond to the growing demand for sophisticated products and professional client service
- Navigate the increasing regulation and general complexities of global financial marketsWith the launch of the CIWM designation in 2004, the AIWM has set a globally recognized standard for wealth management professionals. Through partnership with CSI, it co-grants the CIWM in North America - giving professionals the opportunity to build global careers.