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Certified International Wealth Manager (CIWM®) Program
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.
Overview
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 Moody’s and the Association of International Wealth Management, the CIWM has international recognition and portability—creating career opportunities for you anywhere in the world.
The Association of International Wealth Management is a professional association for wealth managers worldwide. A not-for-profit based in Switzerland, the AIWM promotes and strengthens global education in private banking and wealth management.
It was established to:
- Identify and address the needs of high-net-worth clients.
- Respond to the growing demand for sophisticated products and professional client service.
- Navigate the increasing regulation and general complexities of global financial markets.
With the launch of the CIWM designation in 2004, the AIWM has set a globally recognized standard for wealth management professionals.
Who Should Enroll
The Certified International Wealth Manager CIWM® is a diploma with a strong practical focus.
It is aimed at financial, legal and other professionals who already work in the wealth management industry and are keen to develop their in-depth knowledge and expertise.
CIWM® is tailor-made for:
- Investment advisors
- Financial planners
- Wealth managers
- Asset managers
- Relationship managers, etc.
Key Learning Outcomes
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Indian financial landscape
The evolving landscape of finance in India presents unique opportunities and challenges for wealth management.
Client discovery
Understanding client needs is crucial for tailoring effective wealth management strategies.
Investment management
Strategic investment management is essential for building and preserving wealth over time.
Insurance planning
Effective insurance planning is a key component of a robust wealth management strategy.
Financial planning
Comprehensive financial planning is vital for achieving long-term financial security.
Retirement planning
Retirement planning is essential for ensuring a comfortable and secure future.
Estate Planning
Estate planning is crucial for preserving wealth and ensuring it is passed on according to one's wishes.
Program Curriculum
- Indian Financial Landscape
- Wealth Management Today
- Understanding the Client, Their Budget and Cash Flows
- Understanding a Clients Risk Tolerance Utilizing Behavioral Finance Techniques
- Introduction to the Portfolio Approach
- The Portfolio Management Process
- Fundamental Analysis
- Terminology and Features of Fixed Income Securities
- Organization of the Fixed Income Marketplace, etc.
- Life Stages and Transitions
- Goal Based Investing
- Taxation on Various Financial Products and Transactions
- Identifying a Client’s Corporate Banking Needs
- Understanding Your Retirement
- Retirement Accumulation Planning
- Retirement Income Products
- Insurance Business in India
- Personal Risk Management Process, etc.
Fees for the entire CIWM program paid upfront: Rs. 1,00,000 + GST
The fees include the following:
- The registration fees
- Textbook readings available in PDF and e-book
- Course materials accessed through your computer, laptop, tablet, or phone, or by downloading the e-book for offline reading
- Learning objectives that help you to keep the learning focused
- Knowledge check questions
- One examination attempt for each of the two modules
- Fees for each module if paid for separately Accumulating Wealth for Clients : Rs. 75,000 + GST
- Accumulating Wealth for Clients: Rs. 75,000 + GST
- Preserving, Converting and Transferring Wealth for Clients: Rs. 75,000 + GST
Fees for each examination reattempt : Rs. 10,000 + GST
Refund and Cancellation policies:
- Fees once paid are non-refundable
- Fees paid for are non-transferrable
- Only one deferral for medical reasons may be considered on a case-to-case basis for each paid registration
Live Online Training
Recorded Session
Mock Tests
1:1 Doubt Clearing Session
Note: Training fees Rs 60,000 + GST
Payment through installment option available
Representatives from the following companies have participated in the CIWM® programme:
- ABN AMRO Bank
- AIG Private Bank
- Bank Julius Baer
- Bank Sarasin
- Bank Vontobel
- Banque Cantonale de Genève
- Banque Cantonale Vaudoise
- Basler Kantonalbank
- Berner Kantonalbank
- BNP Paribas
- BSI
- Citigroup
- Clariden Leu
- Cornèr Bank
- Crédit Agricole
- Credit Suisse
- Deloitte & Touche Experta
- Deutsche Bank
- Dresdner Bank
- Fortis Banque
- HSBC
- KBL Richelieu
- LGT Bank
- Liechtensteinische Landesbank
- Lloyds TSB Bank
- Lombard Odier Darier Hentsch
- Merrill Lynch
- Mirabaud
- Natixis Securities
- Neue Zürcher Bank NZB
- Nordea Bank
- Pictet
- Rahn & Bodmer
- RBS Coutts Bank
- Reuters
- Rothschild Bank
- Swiss Life
- UBS
- Union Bancaire Privée
- Zürcher Kantonalbank
Common Questions About this Program...
Got more questions? Feel free to reach out to our team at support@pgpacademy.com!
Can I sign up for multiple banking courses at the same time?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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What kind of help can I get from my banking instructors?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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Are the banking courses self-paced, or do they have set start and end dates?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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Do I need any prior knowledge before taking these banking courses?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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Can I download the materials for the banking courses to study offline?
For sure! You can sign up for as many courses as you want and tackle them whenever it suits you.
How to Enroll in Different Banking Courses
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Here is a few testimonials from our students over the past couple of years.
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