The Chartered Strategic Wealth Professional designation is a professional certification conferred by Canadian Securities Institute, a Canadian financial education company that provides courses, programs, certifications, and designations for financial industry professionals.
About the designation
The CSWPdesignation is a specialized wealth management designation in Canada developed to help advisors service the increasing number of clients who have complex financial needs. It is the only wealth management designation built specifically to manage the complex financial needs of affluent clients. CSWP designation holders are trusted financial consultants who possess an exceptional amount of wealth management expertise. They are capable of coordinating every financially related aspect of their clients’ lives. In addition to the increasing number of Canadian advisors who have achieved this designation, in 2010, CSI Global Education Inc. conferred this designation to 59 financial advisors from China. A comparable designation is not available in the U.S. The CSWP program is designed to advance professionals in the financial advice industry who:
Once these requirements are met, the program participant must complete the following three courses :
Advanced Investment Strategies
Advanced Retirement Management Strategies
Advanced Estate Planning & Trust Services
Upon completion all of the above requirements, the program participant is required to complete the Strategic Wealth 360 program, an intensive 10-week program that includes the following:
A client discovery interview to develop a relationship with a client over the phone and uncover further client needs that may not have been revealed during the case study
Creation of a wealth plan
Presentation of the wealth plan to a panel
All elements of the Strategic Wealth 360 program are assessed and feedback is provided to the program participant. Program participants must have three years of experience working with, or in support of, clients before they are eligible to complete the Strategic Wealth 360 program. Upon completing all of the above requirements, program participants can apply for the CSWP designation. Program participants must complete education, examination and ethics requirements to receive authorization to use the designation. Once they have earned this right, they must also:
