Certified International Wealth Manager (CIWM)

The Certified International Wealth Manager (CIWM) is an advanced, internationally recognized education programme for experienced professionals in the wealth management industry. It is set at post graduate level with a strong practical focus.

What makes the CIWM so unique?

The CIWM training program

  • ensures an in-depth knowledge of international wealth management and tax planning that reflects the cross-border connections and investment of today’s wealth owners
  • teaches sophisticated techniques to assess a client’s overall financial situation and risks
  • takes a holistic approach to a customer’s financial and personal situation (accounts, tax, cash flow, portfolio, real estate, family etc.)
  • focuses on the psychological factors influencing the customer and the advisor (behavioural finance)
  • considers the relationship between the advisor and the customer (relationship management)
  • provides access to a Portfolio management simulator – excellent learning results are ensured due to this practical tool
  • has a truly international focus
  • is taught by academics and business experts who are renowned and recognized specialists in their chosen fields

Routes

There are 2 routes to pursue CIWM certification program:

1. Regular Mode

Candidate needs to appear for all the 5 exams  (Foundation, Final & National Level)

  • Minimum Relevant Work Experience: N/A
  • Minimum Qualification: Graduation (in any discipline)

2. Expert Mode

Candidates needs to appear only for 2 exams (Final Level)

  • Minimum Relevant Work experience: 3 years
  • Minimum Qualification: MBA/ CFA/CFP/ FRM/ CIIA

Exams

International Exams:

1)      Foundation Level

The Foundation Examination is composed of 1 paper:

  • Paper 1 (180 minutes)

The Foundation Examinations will contain multiple choice, calculation, mini- case study questions which assess the knowledge and analytical skills of candidates on the fundamentals of finance.

 

2)      Final Level

The Final Examination is composed of 2 papers:

  • Paper 1 (180 minutes): Wealth Management
  • Paper 2 (180 minutes): Real Estate, Behavioral Finance, Relationship Management

National Exam (India):

The National Examination is composed of 2 paper:

  • NISM Series X-A: Investment Advisor Level 1 (120 mins)
  • NISM Series X-A: Investment Advisor Level 2 (120 mins)

The examinations are offered twice a year, in March and September.

Fee structure

Fee (ST Inclusive) Regular  Mode Expert Mode
Registration Fee Rs. 40000 Rs. 40000
Exams Fee Rs. 34500 (5 exams) Rs. 17250 (2 exams)
Total Rs. 74500 Rs.  57250

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