CIWM Examinations
and Other Requirements

Education:  The CIWM requires applicants to complete an approved learning path.

Examination: The CIWM Certification Examination will assess candidate's expertise in developing strategies and relationships with high net worth clients. The examination has three components based on a high net worth client scenario to be completed over the course of 60 days. The level of effort required is estimated at 25-35 hours.

Experience: Candidates applying for the CIWM Designation, must have at least 3 years of experience working directly with, or in support of, the wealth management needs of retail clients.

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 License Agreement,
which grants you the right to use the CIWM trademarks in your own marketing.

Application/License: The initial application fee is $325 and includes your license fee for the year.

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

Learn more about CIWM Maintenance Requirements

CSI holds itself to the highest standards of honesty, transparency and fairness when dealings with clients, students, designation holders and regulators.
We are committed to ensuring impartiality in carrying out our CIWM certification activities (e.g., certification examination results and other decisions related to granting designations). We actively manage conflicts of interest to ensure objectivity.
Learn more about the appeals policies and processes for certification examinations.
To appeal other certification decisions please email us.