Overview
The CIWM ® Diploma program is aimed at experienced client advisors in private banking/wealth management. The prerequisite for a competent and qualified advice is a comprehensive understanding of the individual needs of the clients and the increasingly complex financial products and investment opportunities. On successful completion both the Advanced Federal and the International Diploma of Certified International Wealth Manager CIWM ®, recognized in countries in Europe, North America and Asia, are awarded.
Target Audience
The program is aimed at experienced investment advisors, financial planners, wealth managers, asset managers and professionals in private banking.
Format
The course can be booked with teaching in classroom/via zoom or distance-learning format.
The study material on the learning platform includes the complete syllabus and contains course documents, videos, a forum, past exams with solutions and exam simulation with test questions.
Course material is in English (English level B2 is recommended). Teaching language is German or French.
Optional preparatory courses in mathematics and accounting can be booked in addition.
Subsidies of the Swiss Confederation
Students having paid the training expenses themselves are entitled to reclaim 50% of the costs from the Swiss Confederation.
Admission
The CIWM ® training is part-time and a minimum of work experience in finance is required to obtain the diploma. Details can be found in the factsheet.
Testimonials
The AZEK Diplomas are accepted throughout Switzerland. I acquired the Certified International Wealth Manager Diploma and can prove my ability vis-à-vis my employer as well as towards the clients and other financial market participants. I highly recommend the program to everybody as it opens up new options for career development and expanding the personal network. In addition, the numerous events AZEK is offering serve as a platform to stay in contact with fellow students and make new acquaintances.
From project manager in marketing to team head in asset management. The AZEK was a career springboard for a new professional challenge. The AZEK training programs are highly renowned in the Swiss financial sector and supported me a lot in my professional development. I particularly appreciated the concept: broad and deep knowledge in finance and investment, taught by highly qualified lecturers. The practice-oriented content build now the basis of my daily work. Challenging and encouraging at the same time – this is AZEK.
I recommend the AZEK without reservation because graduates strongly benefit from the program. With the comprehensive training program I acquired knowledge across the topics related to investment both on a theoretical and practical level and it stimulated my reflection. In addition, I established new contacts and the diploma opens up new opportunities with employers. For all these reasons I consider to attend another AZEK program.
