Timeline
Week 1-2: Student receives access to client scenario and completes Part 1: Client Discovery.
Week 3-6: Student receives additional information on case scenario and prepares and submits the Wealth Plan to complete Part 2.
Week 7-8: Students completes Part 3: Effective Communication
| Examination Weighting | |
|---|---|
| Client discovery | 20% |
| Creation of wealth plan | 60%* |
| Effective communication | 20% |
Passing score: 60%
* You must obtain a minimum of 60% on the Creation of wealth plan component. Overall, you need to obtain a total of 60% to pass the CIWM Certification Examination.
Eligibility to Register for the CIWM Certification Exam
Only those students who have completed the pre-requisite requirements of the CIWM and the learning path (now known as the Dealing with High Net Worth Clients Program) will be eligible to register for the CIWM Certification Exam.
New CIWM Pathway
