International designation · Course overview

Certified International Wealth Manager (CIWM)

Move beyond product-centric advice into client-focused wealth management and long-term wealth strategy.

1-year enrollmentSelf-paced e-learning2 modules · 2 proctored exams

A global perspective on wealth.

India’s wealth management community is undergoing a quiet transformation—and at the centre of it is the Certified International Wealth Manager (CIWM) program. Co-granted by Association of International Wealth Management, Switzerland and globally backed by Moody’s Analytics Global Education Canada Inc. (Canadian Securities Institute), the program has seen a surge in demand across Indian metros and Tier 2 cities alike.

Moody’s Analytics Global Education (Canadian Securities Institute) has an exclusive collaboration agreement with PGP Academy to help financial advisor professionals in India elevate their proficiency and better serve their clients. The partnership offers the foundational Award in International Wealth Management and the CIWM designation, alongside the Certificate in Canadian Financial Services (CCFS) for Indian residents interested in entering Canada’s financial services industry.

Designed for bankers, wealth managers and personal finance professionals, CIWM focuses on value-driven client engagement and long-term wealth strategy. The supplied article describes global certification as a way to raise client service and fiduciary standards.

The curriculum

Two modules. One wealth-management journey.

MODULE 1

Wealth for Clients

Proctored exam · 1 included attempt

MODULE 2

Preserving, Converting and Transferring Wealth for Clients

Proctored exam · 1 included attempt

Investment advisory across equities, fixed income, and alternatives
Retirement and succession planning
Taxation strategies and estate planning
Ethical practice management and client-centric advisory frameworks

Included in the program

Registration fees
Textbook readings in PDF and e-book formats
Course materials on your computer, laptop, tablet or phone
Downloadable e-book for offline reading
Learning objectives to keep your learning focused
Knowledge check questions
One examination attempt for each of the two modules

Fees quoted in the supplied article

₹1,50,000 + GST

₹75,000 + GST per module

PGP Academy provides learning support and helps participants prepare for their examinations. Its training fees are charged separately and are not included in the quoted program fees.

The supplied article reports hundreds of registrations in the financial year ending 31 March 2025, driven by rising client complexity, regulatory awareness and an announced fee increase of over ₹50,000 from 1 April 2025. These are historical references, not a current enrollment deadline. The displayed fees are quoted from that article; current fees and separate PGP training charges require confirmation.

Rahul Banerjee, Managing Director of PGP Academy

“We’re witnessing an extraordinary level of interest in the CIWM program from across India—bankers, wealth managers, and personal finance professionals are recognizing the need to evolve from product-centric and financial planning roles to true wealth management leadership. Over 5,000 participants have already benefited from the AIWM programs we’ve delivered, and many of them are now naturally progressing to the CIWM designation as the next big step in their professional journey.”

Rahul Banerjee · Managing Director, PGP Academy

Quote and participant figures from the supplied article.