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.
The program is aimed at experienced investment advisors, financial planners, wealth managers, asset managers and professionals in private banking.
- The course includes teaching in classroom/via zoom.
- 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.
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.
The CIWM diploma is ranked at level 7 in the Swiss and European Qualifications Framework (equivalent to a Master’s degree).
AZEK was the obvious choice for me. The training combines theory and practice in an excellent way. The majority of the lecturers are experienced experts in their field and have a sound theoretical knowledge. They were always available for consultation or questions. In addition, we could exchange ideas with fellow students and expand our network at the same time. I greatly enjoyed the learning platform which helped me to prepare well for the exams thanks to all the documents and recordings.
– Silvan Köchli
As a client advisor, it is my passion, but also my duty, to follow the constant changes in the financial sector and in the economy in order to always be up to date. I decided to pursue further education at AZEK based on the recommendations of my colleagues and AZEK’s good international reputation. The programme appealed to me because it offers a certain flexibility. I was able to attend the courses despite my tight schedule because they are offered online. Even when I had conflicting schedules, I could watch the lessons later thanks to the video recordings on the learning platform. That helped me a lot.