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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 8 weeks.
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.

Enrolment Period 8 weeks


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.