CIWM — Certified International Wealth Manager

Audience: senior professionals moving upmarket. Tone: respectful, sophisticated, HNW-fluent.

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Your clients got wealthier. This is the credential that keeps up.

At some point in a good advisory career, the practice changes underneath you. The client with the mutual fund portfolio becomes the client selling a business. The RRSP conversation becomes a holdco, a family trust, a cross-border daughter, and a philanthropic plan. You're no longer managing accounts — you're quarterbacking wealth.

The CIWM is the designation built for that practice. Co-granted by CSI and the Swiss-based AIWM, it certifies strategic competence with high-net-worth and ultra-high-net-worth clients — the business owners, executives, and multi-generational families where complexity and revenue both concentrate. It's the mark recognized in the rooms you're moving toward: private banking, investment counsel, family offices. And through the AIWM network, it carries internationally, which matters more every year your clients' lives cross borders.

What's in the CIWM program

• The complete study guide (~27 pages of core instruction across 14 domains) — the full HNW curriculum: wealth structuring, advanced tax and estate strategy, business-owner planning, cross-border considerations, portfolio construction for substantial wealth, and the client-relationship craft at the top of the market. Eligibility gates (the designation prerequisites, the WME on-ramp, exemptions for CFA and CLU holders) mapped and cited, 2026 logistics verified.
• The Scenario Assessment Module (~22 pages) — the CIWM's assessment style rewards integrated judgment across a full client situation, and that's a format you should meet before exam day, not on it. Original HNW scenarios — the entrepreneur at exit, the family in three tax residencies, the sudden-liquidity household — with model analyses and the evaluation lens graders apply.
• 200 original practice questions across the 14 domains — tiered and explained, written at the sophistication level the material deserves. No filler; you'd notice.
• The CIWM cohort — deliberately small, and the room alone is worth describing: senior advisors, private bankers, and counsel-track professionals working the same cases. The scenario discussions read less like a study group and more like an investment committee.

An honest note on eligibility

The CIWM is gated — you'll need a qualifying designation (CFP, PFP, CIM, CFA, CLU, or the WME route) plus experience. If you hold one, you're likely closer than you think: most candidates finish within six to twelve months. If you don't yet, the guide's opening section shows the fastest defensible path to the gate, and our Tier 1 programs are where it starts.

[Get the CIWM program] [Sample a scenario] [Check your eligibility path]

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FOOTER LINE

Independent education provider. Not affiliated with or endorsed by CSI or AIWM. All practice content is original.

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Editions & pricing (CAD, one-time · taxes extra)

Choose how you want to study for the CIWM:

• Essentials — $479. The complete written system: the study guide, the Scenario Assessment Module, 200 original explained practice questions, the program forum, your exam-window cohort, cycle updates, and the Master Strategy Document.
• Plus — $599. Everything in Essentials, plus the professionally narrated audiobook edition of the study guide (≈1–2 hours).
• Pro — $829. Everything in Plus, plus the full instructor-led video walkthrough training — every topic on screen, including written-response walkthroughs.

What every edition includes: the complete study guide · 200 original explained questions · the Scenario Assessment Module · the program forum · your exam-window cohort · cycle updates · the Master Strategy Document (the 10-credential roadmap).

This guide: ~12,087 words across 14 topics. Written-response module: Scenario Assessment Module — because this exam has a written paper, and practising it like multiple choice is how people fail.

Ways to save: buy any program and the Alumni Ladder gives you 20% off every future program, permanently. Studying more than one? See the full catalog & bundles → — including the Complete System (all 10 programs, from $1,499) and 1-on-1 coaching.