MYCPE ONE

Certified International Wealth Manager (CIWM) Continuing Education (CE) Requirements

Know Your Requirement

Overview

Last Reviewed on: 13 Mar, 2026

CE Requirements

Complete 12 CE hours each calendar year.

License Renewal Period

Renew annually by the anniversary date the designation was originally granted.

CE Reporting Cycle

Calendar year, January 1 to December 31.

Ethics Requirement

3 compliance credits, all tied to wealth management competencies.

Carry Over Credits

Carry forward of credits is not allowed.

Subject Area Restriction

The yearly requirement is 9 professional development credits plus 3 compliance credits in wealth management.

Need guidance with compliance requirements?

Speak with our Compliance Advisor

compliance requirements

Simplifying Regulations for 2026

CE Requirement

Complete 12 CE hours each calendar year.

Ethics Requirement

3 hours of compliance learning credits in the area of wealth management

Initial CE Hours

Your first CE cycle starts with the next full calendar year. Example: if you are granted the designation in 2026, complete your first 12 hours by December 31, 2027.

Subject Areas

Qualifying CE must fit the CIWM Professional Competency Profile. CSI expects content within the nine core wealth-management competencies, with professional-development and compliance topics both tied to wealth management practice. Click here for more information.

Learning Modes

All CE can be completed through self-study programs.

Eligible Learning Activities

Accepted CE may come from CSI or external providers, such as employer training, universities, colleges, and other professional education providers, as long as the content meets CIWM CE Course Guidelines and you keep proof of completion.

CE Deadline

Complete the required CE within the applicable calendar-year cycle, ending December 31.

Fast Track CE

Our Fast Track Certified International Wealth Manager (CIWM) CE packages are expertly curated bundles that meet Certified International Wealth Manager professionals' exact continuing education requirements. Save significant time selecting individual courses by choosing our comprehensive packages that cover all your CE needs. Visit site.

Reporting Period

The CE reporting period runs from January 1 through December 31 each year.

License Renewal

Renew by your anniversary date each year. If you do not renew, CSI declares you not in good standing, removes your directory listing and benefits, and you may no longer use the CIWM trademarks. Lapsed designations can be reactivated for up to 5 years, subject to CSI requirements and fees.

Carry Over Credits

Carry forward of credits is not allowed.

Record Retention

Keep records supporting your CE hours for at least 2 years.

Renewal Fees

The annual renewal fee is $325. Read more.

Do MYCPE ONE Courses Qualify for Certified International Wealth Manager (CIWM)? Yes

CIWM holders may use CSI or external-provider activities when the content aligns with the CIWM Professional Competency Profile, and they retain supporting documents to confirm completion.

MYCPE ONE specializes in various learning formats, including:

  • Group Internet - based
  • QAS Self-Study

For convenient access to our courses, Click here to explore the MYCPE ONE course catalog. We offer an all-inclusive subscription model, similar to Netflix, where a single subscription gives you access to the most extensive online course catalog. Plus, our subscription rates are 60% lower than those of other platforms. Subscribe today!

Contact Information for Canadian Securities Institute (CSI)

Canadian Securities Institute (CSI)
200 Wellington Street West, 15th Floor
Toronto, ON M5V 3C7
Telephone: 416-364-9130 / 1-866-266-2601
Fax: 1-866-866-2660
Email: customer_support@csi.ca
Website: Visit site

We Review CE Compliance Requirements Every Twelve Months

At MYCPE ONE, we are committed to providing professionals across all designations with the most accurate and up-to-date continuing education information. Our team reviews and updates the CE requirement information for Certified International Wealth Manager (CIWM) every twelve months to reflect the latest standards and policies set by the Canadian Securities Institute (CSI).

While we work diligently to ensure accuracy, we encourage professionals to confirm the requirements directly with their respective boards or credentialing authorities through the official links provided here.

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Frequently Asked Questions

CIWM holders must complete 12 hours of CE each calendar year.

Yes. CSI requires 9 hours of professional development learning credits.

The CE cycle runs on a calendar-year basis, and CSI says you have until the end of the next full calendar year to meet the requirement. In practice, if your designation is granted in 2026, your first CE deadline is December 31, 2027.

Yes, 3 hours of compliance learning credits each year.

The activity must relate to the CIWM Professional Competency Profile and the knowledge associated with the designation. CSI describes qualifying subject matter across nine core wealth-management competencies, with both professional-development and compliance content tied to wealth management practice.

No. CSI states there are no restrictions on completing CIWM CE through CSI or an external provider, including workplace programs, as long as the activity meets the CIWM guidelines.

You should keep supporting documents that confirm your CE completion. CSI also says you should keep a record of your CE hours for at least 2 years.

When renewing your licence, you must declare completion of your CE hours. CSI also says that a percentage of renewal applicants will be audited for proof of completion.

The CE cycle runs on a calendar-year basis. That means the applicable annual CE requirement must be completed by the end of the calendar year, on December 31.

The CIWM licence must be renewed annually by the anniversary date the designation was originally granted. CSI says reminder notices are sent before that deadline.

CSI states that the annual renewal fee is $325. It also notes that discount structures may apply for holders of multiple CSI credentials in good standing.

CSI says holders who do not renew are declared not in good standing. They are no longer eligible to use the CIWM trademarks, may be removed from the CIWM directories, and may lose access to designation benefits.

CSI says CIWMs can reactivate a lapsed designation for up to 5 years. If the lapse exceeds 5 years, CSI requires the holder to retake and successfully complete the CIWM Certification Examination.

CSI says a CE course can only be completed once for CE credit. The reviewed official CIWM sources also do not publish a carryforward allowance for unused CE hours.

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