The path to the CIWM designation is intensive and takes several years to complete. Before enrolling in the CIWM program, you must already hold an approved financial planning designation or have completed the Wealth Management Essentials course.
The CIWM designation requires applicants to complete 3 courses (can be taken in any order) and the Strategic Wealth 360 assessment. Once the courses are successfully completed - and once you meet the 3-year work experience requirement you can apply to write the Strategic Wealth 360.
Individuals who have completed recognized wealth management courses from educational providers other than CSI can apply for course exemptions. Use the Exemption Request Form to apply for a course exemption.
Course providers that would like to have their programs assessed for approval as an educational route to the CIWM should contact CSI.
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.
Experience : CIWM applicants must have at least 3 years of relevant work experience.
Code of Ethics : When applying for the CIWM you must commit to the CIWM Code of Ethics.
Trademarks : You are also required to agree to the terms of the CIWM Certification Mark Licence Agreement,
which grants you the right to use the CIWM trademarks in your own marketing.
Application/Licence : The initial application fee is $275 and includes your licence fee for the year.
To maintain your CIWM designation in good standing, you must:
- Complete a minimum of 12 hours of continuing education (CE) (per calendar year)
- Re-commit to the CIWM Code of Ethics (annually)
- Re-commit to the Certification Mark Licence Agreement (annually)
- Pay a licence fee of $275 (annually)
Learn more about CIWM Maintenance Requirements