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How should I maintain my CIWM designation?

To represent yourself as an active CIWM holder in good standing and to uphold the prestige of your letters, you must meet the designation maintenance requirements annually.

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Renew your CIWM Designation

All CIWM holders must renew their designation by their anniversary date (the date the designation was originally granted). You will receive reminders 4 weeks and 1 week prior to your deadline.

Designation holders who do not renew will be deemed to be “not in good standing.” You are no longer eligible to use the CIWM trademarks. If you continue to use the trademarks, then legal action may be taken. You will also be removed from the CIWM Directory and AIWM’s global CIWM directory.

Meet Continuing Education Requirements

ABOUT CE REQUIREMENTS

The world we work and live in is constantly evolving. As a wealth manager, it is critical that you commit to lifelong learning and have a handle on the trends and issues that affect your industry and, most importantly, your clients.

CE content must fall within the CIWM Professional Competency Profile and knowledge associated with the CIWM designation.

CE content must fall within the CIWM Professional Competency Profile and knowledge associated with the CIWM designation. Examples of knowledge areas are:

  • 9 hours of professional development CE credits
  • 3 hours of compliance-related CE credits
  • CE Tools & Resources

Taking CE Courses

Courses can be taken from CSI or other external providers (e.g., community colleges, universities, other professional education providers or in-house at your employer). It is up to you to determine if a course meets CSI’s CIWM CE Course Guidelines. You may use the CIWM CE Assessment Tool to assist with your assessment. Make sure you retain supporting documents to confirm the completion of CE credits. Each year a percentage of CIWMs will be audited to verify the CE hours claimed on their designation renewal applications.

CSI provides a CE Finder Tool to help CIWM holders explore CSI professional development, ethics and compliance courses for designation holders.

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Please Note: Continuing education serves as a tool for refreshing and enhancing your knowledge base. It’s important to note that designation holders are restricted from claiming Continuing Education (CE) credits for a course they’ve already completed in the prior CE cycle.

Tracking CE Requirements

CIWM holders can track the number of CE credits completed and how many are needed within a specified cycle using CSI’s CE Tracker Tool. The CE Tracker is an interactive dashboard that serves as a central repository for CIWM holders to track and manage their CE requirements to maintain their CIWM designation.

The dashboard will display all courses completed through CSI and their associated credits. CIWMs can also add third-party credits completed through other providers. The tool allows users to download their CE transcript with the click of a button. To access the CE Tracker Tool:

    • Login to your MyCSI profile, and click on the CE Tracker Tool tab
    • Select your CIWM as your association and view the CE credits you have earned

Make sure you retain supporting documents to confirm the completion of CE credits. Each year, a percentage of CIWMs will be audited to verify the CE hours claimed on their designation renewal applications.

Continuing Education Auditing Process

CSI will conduct periodic audits of CIWMs upon renewal of their designation to assess compliance with continuing education (CE) requirements. Designation holders must retain supporting documents to confirm the completion of CE credits.

  • CIWMs selected for audit purposes will be sent a letter of notification.
  • They will be asked to submit documents to verify the CE hours they have indicated on their designation renewal form.
  • They will have 60 days to comply with the audit request.

Failure to comply with the request may result in the designation holder being declared “not in good standing.” This means they will no longer be able to use the CIWM trademarks.

Misstated or fraudulent reporting of CE credits will be reported to the Designation Ethics Committee as a violation of the CIWM Code of Ethics and will be considered according to the Ethical Misconduct Process.

Code of Ethics

CIWM holders must re-commit to the CIWM Code of Ethics each year.

Trademark License and Application Fees

To continue using the CIWM trademarks in your own marketing, CIWM holders must re-commit to the Certification Mark License Agreement each year.

CIWM holders are required to pay a non-refundable license fee of $325 each year.

Reinstatement Policy

CIWMs are given the opportunity to reactivate their license after a lapse of up to 5 years. If your designation has lapsed for more than 5 years, you’ll be required to re-take and successfully complete CIWM Certification Examination.

If you allow your designation to lapse for less than 60 days of your renewal date you will be able to renew online without penalty

  • If you allow your designation to lapse beyond 60 days, but less than one year of your licence renewal date you will be required to:
    • Pay a $50 administration fee in addition to your annual licence fee
  • If you allow your designation to lapse longer than one year, but less than 5 years you will be required to:
    • Pay a $50 administration fee and $375 reinstatement fee in addition to the annual renewal licence fee of $325 as well as provide proof of completion of CE

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