CSI has developed options to help you earn credentials for the CIWM designation.
Enrol by Program
To help you get closer to achieving your CIWM* designation and related certificates, we've packaged some courses together to offer you the Enrol by Program option. The Program is designed to give you flexibility and cost savings while working towards your CIWM designation. All courses include a hard-copy textbook(s), where applicable.
Before selecting your option, please refer to your 'Route' to ensure you're enrolling in the correct option.
|Advanced Investment Strategies|
|Advanced Retirement & Estate Planning Strategies|
The Enrol by Program option is a convenient and cost-effective way to work towards your CIWM designation and related certificates. When you purchase your Program, your student account will be credited with a voucher for each course in the Program. When you're ready to enrol in a course, all you have to do is log into your student account and redeem your voucher online!
* CIWM candidates must hold any of the following: financial planning designations (PFP®, CFP®, CLU® or FMA®) or Wealth Management Essentials (WME) course or Professional Financial Planning Course (PFPC). 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. Depending on the option selected, some required courses and/or examinations for the CIWM designation may not be included in the Enrol by Program option. Please review the CIWM designation requirements here.
** Subject to change.
*** Please note that if you have enrolled in or completed a course that is included in the Enrol by Program Option, you are unable to purchase the Program