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PFP

CIWM Resources

As a dedicated financial professional the advantages of holding a Certified International Wealth Manager (CIWM) designation are clear. Not only will you be expertly prepared to manage the complex needs of affluent clients, but also you will be well-positioned to manage your own career in a niche market that is increasingly becoming competitive.

High net worth client expects advisors to completely understand their financial wishes and desires. It is your responsibility to adeptly implement the detailed strategies to make them a reality. The CIWM prepares you for their future and helps realize your own.

CSI will provide you with the individual resources and peer-to-peer support you need to build your business.

AIWM Affiliate Membership Access

To access your CIWM member benefits from the AIWM member's only site at www.aiwm.org , please contact us and we will provide with login details.


CIWM Composite Logo

Print: Download JPG

Online: Download PNG


CIWM Logo

Print: Download JPG

Online: Download PNG


CIWM Brochure

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White Paper: "What Affluent Clients Want"

Download


PowerPoint Presentation Template

Download


Client Letter

Download


FAQs

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