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Strategic Wealth 360®

 

The Strategic Wealth 360® (SW360) is the final component of the Certified International Wealth Manager (CIWM) designation. It will assess your ability to apply wealth management strategies to a client scenario.

Before beginning The Strategic Wealth 360, it is important to understand how your performance will be evaluated. The Strategic Wealth 360 Learning Guide will explain the assessment criteria and provide tools that you can use during the evaluation process.

The SW360 FAQ contains frequently asked questions and answers regarding The Strategic Wealth 360.

We recommend that you review both the learning guide and FAQ before enrolling.

Please note: You cannot attempt the Strategic Wealth 360 without first completing all other Certified International Wealth Manager (CIWM) requirements.

Course leads to the following credential:

CIWM CSWP   MTI