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Canadian Securities Institute® and Swiss-based Association of International Wealth Management bring world's leading wealth management designation to North America

TORONTO, February 5, 2014 –The Canadian Securities Institute® (CSI), a global leader in financial services education and credentialing and part of Moody’s Analytics, has partnered with the Association of International Wealth Management (AIWM), a Geneva-based international non-profit organization for wealth management professionals, to bring the world-recognized Certified International Wealth Manager (CIWM) designation to Canada. This partnership, drawing on the time-tested success and reputation of the AIWM wealth management competency model and the excellence of the CSI learning methodologies and existing wealth management program, marks the launch of the world’s leading wealth management credentialing program in North America. 

“I am truly excited about this partnership between Moody’s Analytics and the AIWM to bring the Certified International Wealth Manager designation to North America,” says Simon Parmar, Managing Director, Canadian Securities Institute (CSI). “Today, wealth knows no borders, and neither should wealth management standards. Here in Canada, as elsewhere around the world, affluent clients expect their advisors to provide high-quality counsel, knowledge to meet their complex needs, and a global perspective. The Certified International Wealth Manager designation, a global standard in wealth management proficiency, is a game-changer in the North American market, raising the bar in the professionalization of wealth management advice.”  

The international wealth management and private banking industry is changing and growing rapidly, especially in the high-net-worth segment, presenting significant business opportunities for the world’s advice professionals and financial services institutions globally. In Canada alone, the number of affluent individuals is projected to double by 2020 to more than one million Canadian households with investable assets of over one million dollars. Serving today’s wealth owners requires a deep understanding of the complexities of global financial markets, holistic advice models and the principles of effective client relationships.

“Partnering with Moody’s Analytics was a logical step in our effort to promote wealth management education and professional excellence across the globe,” says Dr. Jean-Claude Dufournet, CEO, Association of International Wealth Management (AIWM). “Both of our organizations are committed to enhancing professional competency standards in the wealth management profession around the world. Expanding the Certified International Wealth Manager designation into North America, one of the world’s largest wealth management markets, helps us achieve that goal, providing a global training and credentialing platform for advice professionals interested in high-quality education, international networking opportunities and best practices.” 

The Certified International Wealth Manager (CIWM) designation, originally launched in Switzerland in 2007 and well-established in Europe and Asia, is recognized around the world. Co-awarded by the Association of International Wealth Management (AIWM) and the Canadian Securities Institute® (CSI) in North America, the CIWM targets investment advisors, private bankers and other professionals working in the wealth management industry and can be adopted by financial institutions as the highest training standard for wealth management personnel across their international platforms.

The CIWM fully addresses the wealth management needs of affluent clients, offering knowledge in combination with practical skill-based training focusing on investments, risk management, domestic and international taxation,  retirement strategies, estate and trust planning, and client relationship management. In Canada, the Chartered Strategic Wealth Professional (CSWP®) designation holders will be transitioned to the CIWM designation, and CSI and AIWM will exclusively award the CIWM designation moving forward.


About the Canadian Securities Institute (CSI)
The Canadian Securities Institute® (CSI) is Canada’s leading provider of financial services education and credentials. Valued for its expertise in Canada and abroad, CSI offers more than 100 courses, such as the well-known Canadian Securities Course (CSC®), eleven certificate programs, popular specialized financial designations, such as PFP®, CIM®, CIWM , MTI,® and the Fellow of CSI (FCSI®). In 2010, The Canadian Securities Institute® was acquired by Moody's Corporation and now operates as part of the Training and Certification arm of Moody's Analytics. For more information, please visit

About the Association of International Wealth Management (AIWM)
Founded in 2007, the Association of International Wealth Management (AIWM) is a non-profit organization based in Switzerland that was established to promote and strengthen global education in the wealth management and private banking industries. The AIWM operates on a global scale.  For more information, please visit

For media inquiries, please contact:
Natasha Dos Santos, on behalf of the Canadian Securities Institute® (CSI)
416-640-5525 ext. 248

Amy Umpleby
Financial Services Training and Certification
Moody’s Analytics