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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

Financial Management Advisor (FMA) Designation

CSI has discontinued the FMA designation but offers a route to the prestigious Chartered Strategic Wealth Professional (CSWP™) designation

In an effort to prepare industry professionals as leaders in the complex and evolving field of wealth management, CSI has created a unified standard for its wealth management education programs. Effective December 1, 2008, the FMA designation was discontinued and the Chartered Strategic Wealth Professional program and designation is CSI s wealth management accreditation standard.

This development gives students in our wealth management education program as well as current FMA holders a unique opportunity to embark on a more direct route to earning the Chartered Strategic Wealth Professional designation the only certification specializing in the high net-worth advisory approach.

The FMA designation will always stand as a respected mark of achievement. The changes to the CSI courses and designation framework are designed to help financial professionals and their employers to further enhance their skill and public recognition as experts in serving the needs of today s wealthier and more sophisticated clients. You are entitled to retain your FMA designation for life.

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