The Certified International Wealth Manager (CIWM) designation is recognized worldwide as a top credential for wealth management. It ensures that financial professionals have the unique knowledge and skills to address the complex needs of high-net-worth clients. Co-granted by the Canadian Securities Institute (CSI) and the Association of International Wealth Management (AIWM), the CIWM has international recognition and portability creating career opportunities for you anywhere in the world.
MY-CPE LLC offers Continuing Education (CE) courses for Certified International Wealth Manager (CIWM). We are focused on providing quality continuing education to Certified International Wealth Managers (CIWM) that incorporates the qualified subject areas. Our CE courses are authored/reviewed by industry specialists and subject matter experts. All our courses are designed in a way to ensure that courses meet your continuing education requirements.
CERTIFIED INTERNATIONAL WEALTH MANAGER (CIWM) CE REQUIREMENT OVERVIEW
| CE Requirements | 12 continuing education hours per calendar year. |
| License Renewal Period | Renew their designation by their anniversary date (from the date the designation was originally granted). |
| CE Reporting Cycle | The reporting period is from January 1st to December 31st each year. |
| Compliance Requirement | 3 hours of compliance learning credits in the area of wealth management. |
| Carry-Over Credits | Canadian Securities Institute (CSI) does not allow the Certified International Wealth Manager (CIWM) to carry excess CE credits over from one reporting cycle to the next. |
CLICK HERE for further reference on CE regulations for Certified International Wealth Manager (CIWM).
All CIWMs need to complete 12 hours of CE during a calendar year out of which;
You can visit the myCPE website for more webinars related to Certified International Wealth Manager (CIWM).
There is a minimum of 3 hours of compliance learning credits in the area of wealth management.
The Certified International Wealth Manager (CIWM) should renew their designation by their anniversary date (from the date the designation was originally granted).
The reporting period is from January 1st to December 31st each year.
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The content of a continuing education activity must fall within one of the nine core competencies of a Certified International Wealth Professional (CIWM). These are:
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The following categories of qualifying activities and limits have been approved by the CSI and are acceptable for CE:
The qualifying learning activities for Certified International Wealth Manager (CIWM) provided by myCPE are
It is the responsibility of the CIWM designation holder to maintain a record of the CE activity. You must retain supporting documents to confirm the completion of CE credits.
Here at myCPE, we provide certification of completion at the end of each webinar for a Certified International Wealth Manager (CIWM).
Failure to comply with CE requirements will be removed from the CIWM Directory and will no longer be able to access any benefits.
Continuing Education for the CIWM designation runs on a calendar-year basis. That means if you were granted your CIWM in Y1, you have until the end of the next full calendar year (Y1+1) to fulfill your CE requirements.
No, the short video (Nano learning) method is not approved for the CE requirements of a Certified International Wealth Manager (CIWM).
myCPE provides courses that are approved for continuing education credits by NASBA. Based on the guidelines issued by these boards regarding Continuing Education Requirements, we recommend the programs/ webinars be suitable for CIWM designation holders. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars.
CLICK HERE to view the CSI website for CIWM professionals.
