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Great customer service. Classes are pertinent. Great value
Become a Valued Member of myCPE Professionals Community
Trusted by 250,000+ Professionals
5.0
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
5.0
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
5.0
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
1/4
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CE Requirements for CIWM Professionals
CE credits for Certified International Wealth Manager (CIWM)
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.
MYCPE ONE 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).
What are the CE Requirements for Certified International Wealth Manager (CIWM)?
All CIWMs need to complete 12 hours of CE during a calendar year out of which;
9 hours of professional development learning credits in the area of wealth management and,
3 hours of compliance learning credits in the area of wealth management.
You can visit the MYCPE ONE website for more webinars related to Certified International Wealth Manager (CIWM).
What is the Compliance Requirement for Certified International Wealth Manager (CIWM)?
There is a minimum of 3 hours of compliance learning credits in the area of wealth management.
What is the license renewal period for Certified International Wealth Manager (CIWM)?
The Certified International Wealth Manager (CIWM) should renew their designation by their anniversary date (from the date the designation was originally granted).
What is the CE reporting cycle for Certified International Wealth Manager (CIWM)?
The reporting period is from January 1st to December 31st each year.
Unlimited Access to Continuing Education: Dive into our extensive library at your own pace without incurring any extra cost for your learning and compliance.
Top-Quality Courses: Our expert-led continuing education courses in 500+ subject areas with average 4.5* ratings.
Flexibility: Learn anytime, anywhere, on any device.
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:
Client relationships.
Evaluate client needs, goals, and behavioral biases to link them to recommendations leading to creating and implementing an optimal comprehensive wealth management plan.
Coordinate and engage a trusted and respected team of experts to provide a fully integrated, well-rounded wealth management service.
Advanced business marketing techniques.
Assist clients in growing, protecting, and monetizing a closely held business.
Tax-efficient wealth accumulation and management strategies.
Advanced risk management techniques.
Collaborate with clients to optimize the conversion of assets into income in a tax-efficient way that will meet lifelong, lifestyle expectations.
Develop and implement a wealth transfer plan that reflects the wishes of the client and the needs of the family.
9 hours of professional development learning credits in the area of wealth management and,
3 hours of compliance learning credits in the area of wealth management.
The following categories of qualifying activities and limits have been approved by the CSI and are acceptable for CE:
In-house Courses
Seminars and Webinars
Conferences
College or University Courses
Teaching and Speaking Engagements
The qualifying learning activities for Certified International Wealth Manager (CIWM) provided by MYCPE ONE are
Live webinars,
Self-Study,
Podcasts,
Conferences,
eBooks, and many more.
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 ONE, we provide certification of completion at the end of each webinar for a Certified International Wealth Manager (CIWM).
The cost of the annual renewal fee is $325 for CSI members.
Once you hold more than two CSI certifications, the cost to renew your 2nd, 3rd, and 4th CSI credentials in good standing is reduced to $50, $100, and $150 respectively for each credential.
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 ONE 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.
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