Please note this course is no longer available for purchase.
Collective Wisdom – Inspired Prosperity
The Certified International Wealth Manager (CIWM®), previously known as the Chartered Professional (Ch.P.) Strategic Wealth designation will set you apart as a trusted financial consultant and exceptional source of wealth management expertise. You’ll be in a position to coordinate every financial, and financially related, aspect of your clients’ lives.
You’ll learn how to establish and work from an extensive understanding of your client’s personality, circumstances and goals to plan and implement a comprehensive financial strategy. This strategy not only includes the innovative and exclusive vehicles and structures that wealth makes available, but also related professional services that support your overall strategy over the long term.
Your business will be based on your unique position in the lives of your clients as you anticipate and guide them and their families through the shifts and changes leading up to and through retirement. Your business growth will be organic and driven by relationship and referrals.