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The Certified International Wealth Manager CIWM® is an advanced internationally recognised education programme for experienced financial, legal and other professionals in the Private banking industry.

The examinations are open to anyone working in the domain of financial analysis, portfolio management, private banking, wealth management, financial planning investment advice and investment in general, provided that the admission conditions detailed below are fulfilled.

The AIWM may decide candidacy requirements according to local conditions, which may include the candidate having the Associate Wealth Manager AWM®, a local professional or other membership status in good standing, a university degree and professional work experience, etc.

The integrated education programme is delivered internationally in partnership with approved local training providers.

Yes, you are allowed to use the CIWM® title as in the following example:

John Doe, CIWM®

Features of the training programme include:

  • Face-to-face workshops delivered in major international centres by leading academics and business experts in the field of wealth management, dependant on local conditions
  • Comprehensive course manuals, supporting readings and texts