Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

Certified International Wealth Manager (CIWM®),
previously known as the Chartered Professional (Ch.P.) Strategic Wealth®



Please note this course is no longer available for purchase.

To earn The Certified International Wealth Manager (CIWM®) designation, you must first meet the following requirements:


Course Work

Knowledge Assessment

When enrolling in a course, you may take Building High Net Worth, Managing High Net Worth or the Wealth Management Essentials course in any order. You must, however successfully complete all components before enrolling in the Strategic Wealth 360.

To be eligible to enrol in the Strategic Wealth 360, you must have at least 3 years of experience working directly with, or in support of, the wealth management needs of retail clients.

Once you have successfully completed the Strategic Wealth 360 you may then apply for your Certified International Wealth Manager (CIWM®) designation.

*Students possessing CFP®, CIM, FMA, FCSI®, CLU, PFP® and CFA designations as well as those who have successfully completed their PFPC or IMT courses are exempt from the WME prerequisite.

CSI strongly recommends completing the WME course before enrolling in either Building High Net Worth or Managing High Net Worth as it supplies the foundational knowledge necessary to succeed in these courses.

™/© Canadian Securities Institute

The CFP designation is not awarded by CSI. It is granted under license by the Financial Planners Standards Council to those who have met its educational standards, passed the FP Canada Certified Financial Planner (CFP) Examination, satisfied a work experience requirement and agree to abide by FP Canada Code of Ethics.