What is a Certified International Wealth Manager (CIWM)?

Jan 23, 2019 | Mary Poeta


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Working with a Certified International Wealth Manager is a relationship based on your needs. I invite you to sit down with me to discuss your financial goals and aspirations.

As a Certified International Wealth Manager I can help you manage your entire wealth picture

and ensure you have a plan that grows with you - to meet your life goals.

My Role as a CIWM is to:

  • Clarify what's important to you and your family, your life goals, plans, concerns & opportunities.
  • Integrate all areas of your financial life to ensure you have the right financial strategies in place to achieve your goals.
  • Develop your personal wealth management plan by providing customized choices and solutions to fit your individual, family or business needs.
  • Collaborate with our extended Wealth Management team to support your Wealth plan, including Financial planners, Will & Estate consultants & Estate Planning specialist. Not to mention Lawyers & Accountants.

 

The CIWM designation is awarded to only the most qualified

All designates need to hold an accredited financial planning designation and have satisfied CSI's demanding course requirements for this designation. This includes the completion of a complex client case study simulation and the development of a comprehensive wealth management plan.

 

Rigorous requirements to maintain the CIWM designation

All CIWM holders must meet continuing education requirements, and adhere to a strict code of ethics.