Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

At CSI, the well-being of our valued learners and staff is our highest priority. Click here for more information on our response to COVID-19 and booking your exam.

Certified International Wealth Manager (CIWM) Designation

WHAT A CIWM OFFERS?

  • A curriculum that is based on the unique knowledge and skills advisors require to deal with the complex issues of high net worth clients as validated by an international wealth management competency profile
  • A highly modularized learning path that allows learners to incrementally earn multi-jurisdictional CE credits as they work their way to the designation. Within the 5 Dealing with High Net Worth Clients Program courses there are 38 short modules of 0.5 to 6 hours in length. Completion of the module's online test will earn the candidate CE credits. View the modules that fall within each of the courses
  • Recognition of course completion through the issuance of a Micro-Certificate that is represented through the issuance of a digital badge
  • A program structure that recognizes the experience and past achievements of its learners through advanced standing recognition
  • A globally recognized and fully portable credential for international wealth management.
  • Recognition of completion of the CIWM Certification Exam through the issuance of a wall document and placement in both Canadian and International CIWM directories.
  • Membership benefits including active promotion of the CIWM, marketing resources and webinars/conference calls on timely topics

What Are the Member Benefits?

As you build your business, CSI and AIWM will be working alongside you and in the background, providing individual resources, peer-to-peer support and widespread market awareness of the CIWM designation.

  • In Canada, CSI actively promotes the CIWM designation to cultivate public awareness and industry recognition of your training and unique depth of services. Outside of Canada, the AIWM along with local chapters promote the CIWM to create increased global awareness of this prestigious designation.
  • Marketing resources are available for promoting your business, educating clients and informing prospects (i.e. Access to CIWM client brochure - promote yourself, your practice and your credentials).
  • You'll have permission to use the CIWM designation and logo on your business and marketing materials.
  • Inclusion in the exclusive Canadian CIWM designation holder directory and the global CIWM directory.
  • Gain access to webinars on timely financial industry topics