About the CIWM

The Certified International Wealth Manager (CIWM) designation is recognized worldwide as a top credential for wealth management. It ensures that financial professionals have the unique knowledge and skills to address the complex needs of high-net-worth clients.

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.

 

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Benefits of 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
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Path toCIWM

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RenewCIWM

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