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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

CIWM Certification Examination

Examination Weighting  
Part 1: Client Discovery 20%
Part 2: Creation of Wealth Plan 60%
Part 3: Effective Communication 20%
Exam Format Based on a client-scenario. Mix of online tests and wealth plan that must be submitted
Exam Duration Over the course of 60 days.
Attempts Allowed Per Exam 1
Passing Score 60%

Note: You must obtain a minimum of 60% on the Part 2: Creation of Wealth Plan component in order to be eligible to pass the overall examination. The marking methodology is further explained in the Candidate Guidelines and FAQs.

Enrolment Period 60 days


Eligibility to Register for the CIWM Certification Examination

Only those students who have completed the pre-requisite requirements of the CIWM and the learning path will be eligible to register for the CIWM Certification Examination.