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Certified International Wealth Manager (CIWM) Promotions

CSI works hard to promote the CIWM letters on behalf of our designation holders. Our goal is to build awareness of the CIWM by emphasizing its value to the financial services community, employers and the investing public. We do this annually through advertising and public relations campaigns across print, digital and out-of-home (public) media.

2021 Campaign

In November 2021, aligned with Financial Literacy Month, we launched a public awareness campaign promoting the CIWM designation. Our goal was to build awareness of the CIWM designation in the Canadian financial services market by emphasizing its value to the financial services community—including clients, financial institutions and CIWM candidates—through external financial media houses and social media channels. Over 101,800 people engaged with our promotions and wanted to learn more about the CIWM.

In partnership with leading financial services providers, we also hosted a series of webinars to help Canadians achieve greater financial resilience and navigate the evolving financial landscape with confidence. Topics included:

  • Baby Boomers, Millennials, and Wealth Transfer: What You Need to Know 
  • Newcomers: Fast Track Your Financial Career in Canada 
  • Investors’ Guide to Digital Assets 
  • A Woman’s Guide to Personal Finance

CIWM designation holders played a pivotal role in selecting topics, and creating and presenting impactful content. Each webinar also emphasized the importance of working with a qualified wealth manager.

Visit CSI Live to watch the webinar replays.

2020 Campaign

To mark the Financial Literacy Month’s tenth anniversary in November 2020, we launched a public awareness campaign promoting the CIWM designation. Our goal was to build awareness of the CIWM designation in the Canadian financial services market by emphasizing its value to the financial services community—including clients, financial institutions and CIWM candidates—through external financial media houses and social media channels.

Over 101,800 people engaged with our promotions and wanted to learn more about the CIWM. We also conducted a series of three webinars to bolster financial literacy for the investing public. CIWM designation holders played a pivotal role in selecting topics and creating and presenting impactful content. Each webinar established the importance of working with a qualified financial planner. Topics included:

  • Managing Money & Debt Wisely
  • Planning & Saving for the Future
  • Preventing & Protecting Against Fraud and Financial Abuse

Visit CSI Live to watch the webinar replays.

2019 Campaign

In November 2019, we focused on building awareness of the CIWM designation by emphasizing its value to the financial services community, employers and the investing public through digital media and outdoor advertisements. We strategically placed impactful online ads on websites visited by target audiences, including the investing public, financial professionals and potential CIWMs, and companies who employ financial professionals. Billboards displayed and television ads played at major financial areas in: 

  • Toronto (43 building televisions, 5 subways stations in the financial district, and 5 locations in the Toronto Path)
  • Montreal (8 locations)
  • Vancouver (6 locations)
  • Calgary (5 locations)