* Optional — not required to attain the designation.
† Certification examination.
‡ Candidates must hold ANY of the following: Financial planning designations (PFP®, CFP®, CLU, FOFP or FMA) or Wealth Management Essentials (WME) course in addition to the path above.
*External Designation Recognitions are subject to CSI's External Designation Recognition policy and fee. In addition to completing the required courses, you must also have 3 years of relevant work experience prior to taking the Strategic Wealth 360 (SW360) to earn the CIWM designation.
When enrolling in a course, you may take Advanced Investment Strategies (AIS), Advanced Retirement Management Strategies (ARMS) or the Advanced Estate Planning & Trust Strategies course (AETS) 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 CIWM designation.
For more information on work experience requirements, click here.
NOTICE: 5–YEAR RULE
The educational path must be completed not more than 5 years prior to application to write the Strategic Wealth 360 Certification Examination. Exemptions can be granted for courses offered by other education providers. If an individual has exceeded the 5 year time line, completion of the Advanced Investment Strategies course or Advanced Estate Planning and Trust Course and examination or Advanced Retirement Management Strategies course and examination (or equivalent) will be required. Individuals must apply for the designation within 5 years of successfully completing the Strategic Wealth 360 Certification Examination. Individuals who do not qualify for the designation within this 5 year period will be required to re-take the Strategic Wealth 360 Certification examination prior to being granted the designation. They will not be required to re-take the educational path.
*The CFP® designation is not awarded by CSI. It is granted under license by the Financial Planners Standards Council (FPSC) to those who have met its educational standards, passed the FPSC Certified Financial Planner (CFP) Examination, satisfied a work experience requirement and agree to abide by FPSC Code of Ethics.