Association of International Wealth Management

What Association of International Wealth Management does

The Association of International Wealth Management (AIWM) is a non-profit professional association headquartered at Franklinstrasse 27, 8050 Zurich, Switzerland, founded in 2007 by AZEK, the training centre of the Swiss Financial Analysts Association (SFAA). AIWM operates as the international awarding body for two credentialing programmes: the Associate Wealth Manager (AWM®) Certificate, a foundational qualification for client advisors in investment advisory, financial planning, and wealth management; and the Certified International Wealth Manager (CIWM®) Diploma, an advanced degree/graduate-level programme for experienced professionals covering wealth management, behavioural finance, accounting, corporate finance, equity valuation, real estate, taxation, law, regulation, wealth planning, and relationship management.

The organization delivers its programmes through a distributed model combining approved local training providers across Europe, Asia, and North America (including partnerships with Moody's Analytics for North America, TXSR for China, AIAF for Italy, SFAF for France, WMSBI for Indonesia, and Arad for Iran), direct self-study via the mylearning.azeksfaa.ch eLearning platform, and centrally administered examination sessions on scheduled dates globally. The CIWM® has received formal recognition from UK NARIC as comparable to a British Bachelor (Ordinary) degree (2010), from the Financial Skills Partnership as a Key 2 qualification (2009), and from the UK FCA as RDR-compliant for four regulated activities.

AIWM's membership exceeds 3,500 financial analysts, asset managers, wealth managers, and fund managers worldwide. Revenue derives from examination fees, membership dues, training-provider licensing arrangements, and events (Campus seminars and Club events). The organization maintains a small staff (11-50 employees) and operates without external funding as a member-governed non-profit, with operational IT and learning platform services provided by AZEK.

Name

Association of International Wealth Management

Legal name

Association of International Wealth Management (AIWM)

Website

https://aiwm.org

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

11–50 employees

Short description

The Association of International Wealth Management (AIWM) is a Swiss non-profit association, founded in 2007, that awards the AWM® and CIWM® professional wealth management certifications globally to financial analysts, asset managers, and wealth managers through a network of approved training providers.

Ownership category

akta.pro rank

Headquarters

HQ city

Bülach

HQ country

Switzerland

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Technology or R&D, Marketing or Sales, Operations, Others

Revenue model

1. Professional Certification and Designation Fees: AIWM generates revenue through examination fees, membership fees, and certification charges associated with awarding the AWM® and CIWM® designations. Students admitted to the CIWM programme automatically become student members of AIWM with membership benefits. The organization also offers member discounts on seminars.
2. Training Provider Partnerships and Licensing: AIWM works with approved local training providers in Europe, Asia, and North America offering courses for preparation of CIWM® and AWM® examinations. The course duration depends on the structure of the local programme. Revenue is generated through the partnership model where AIWM co-awards credentials with training providers.
3. Events and Seminars: AIWM organizes and sponsors events including Campus seminars (one or two day seminars on financial and wealth management issues), Club events, and international conferences. Members receive discounts on seminars. Events are offered both online and in-person in various locations including Zurich and Geneva.

Go-to-market motion2 records

Distribution channels5 records

Marketing channels7 records

Core offering

AIWM is a non-profit international professional association that awards the Associate Wealth Manager (AWM®) Certificate and the Certified International Wealth Manager (CIWM®) Diploma to wealth management professionals worldwide. These credentials are delivered through approved local training providers across Europe, Asia, and North America, supported by a centralised eLearning platform, course manuals, and online examination systems. Supplementary continuing professional development is offered through Campus seminars and Club events for the association's 3,500+ members.

Product overview

The Association of International Wealth Management (AIWM) is a non-profit professional association that offers two credentialing programmes: the Associate Wealth Manager (AWM®) Certificate as a foundational qualification for client advisors in investment advisory, financial planning, and wealth management, and the Certified International Wealth Manager (CIWM®) Diploma as an advanced graduate-level programme for experienced professionals. Both credentials are delivered through approved local training providers and supported by an eLearning platform. The association also provides supplementary educational programming through Campus seminars and Club events for members.

Differentiator

Problem solved

Functional benefit

Products and services

• CIWM® (Certified International Wealth Manager) Diploma An advanced, internationally recognised professional diploma set at degree/graduate level with a strong practical focus, designed for experienced professionals in the wealth management industry. The programme covers wealth management and behavioural finance, accounting, corporate finance, equity valuation, real estate, taxation, law and regulation, wealth planning, and relationship management. It is delivered through approved local training providers and an eLearning platform, with global examinations consisting of open questions (cases and mini cases).
• AWM® (Associate Wealth Manager) Certificate An internationally recognised education programme and certification providing foundational competency certification for client advisors in investment advisory, financial planning, and wealth management. Candidates receive centrally developed course manuals, online tools to create topic-specific test examinations, and full simulation examinations, with multiple-choice examinations administered globally on scheduled dates.
• Campus Seminars

Quantifiable outcome

• CIWM® is comparable to British Bachelor (Ordinary) degree standard per UK NARIC 2010 equivalence statement
• +3 more outcomes

Named customers17 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Eight partnerships are on record, tiered regional and core.

• AIAF - Italian Association for Financial AnalysisregionalStrategic or Co-development Partner · 1 October 2018AIWM and AIAF partnered to offer the CIWM in Italy. AIAF is the Italian Association for Financial Analysis, bringing local expertise and network to deliver the CIWM programme to Italian financial professionals.
• SFAF - French Society for Financial AnalystsregionalStrategic or Co-development Partner · 1 July 2018AIWM and SFAF partnered to offer the CIWM in France. SFAF is the French Society for Financial Analysts, enabling AIWM to deliver the CIWM programme to French-speaking financial professionals.
• WMSBI - Wealth Management Standards Board IndonesiaregionalStrategic or Co-development Partner · 1 April 2018AIWM partnered with the Wealth Management Standards Board Indonesia to offer the CIWM designation in Indonesia, expanding the programme’s reach in Southeast Asia.
• CUPL University (China University of Political Science and Law)regionalStrategic or Co-development Partner · 1 January 2018AIWM, in conjunction with TXSR and CUPL University in Beijing, held Wealth Management training for CUPL students and an International Wealth Management symposium. AIWM provided experts as lecturers and guest speakers, with interviews held with a Chinese TV station.
• Arad International Wealth Creators Group (Iran)regionalStrategic or Co-development Partner · 16 April 2016AIWM partnered with Arad International Wealth Creators Group to offer the CIWM designation in Iran. The partnership addresses the rapid development of financial markets, banking industry, and financial tools in Iran, responding to the growing demand for wealth management proficiencies.
• TXSR Education Science & Technology Development Company Ltd (China)coreStrategic or Co-development Partner · 26 January 2016AIWM partnered with TXSR Education Science & Technology Development Company Ltd to offer the CIWM designation in China. The partnership addresses the rapidly increasing number of high net worth individuals in China and their complex demands on wealth protection, succession, and cross-border asset allocation. TXSR is led by Dr Yixiang Lin, who also serves on the AIWM Board.
• Moody’s AnalyticscoreStrategic or Co-development Partner · 5 February 2014AIWM partnered with Moody’s Analytics to bring the Certified International Wealth Manager (CIWM) designation to North America, starting with Canada. The partnership combines AIWM’s wealth management competency model with Moody’s Analytics’ learning methodologies and existing wealth management programme. The CIWM is co-awarded by AIWM and Moody’s Analytics in North America.
• AZEK (Swiss Training Centre for Investment Professionals)coreStrategic or Co-development Partner · 1 January 2007AIWM was founded in 2007 by AZEK, the training centre of the Swiss Financial Analysts Association. AZEK developed over 6,200 financial professionals as specialists in financial analysis, portfolio management, wealth management, financial market operations, financial data science, and ESG. AZEK provides centralized IT services and learning platforms for AIWM.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• CFA Institute: Global not-for-profit that awards the CFA® designation — the gold-standard credential for investment and financial analysis professionals. AIWM competes for the same pool of private-banking and wealth-management talent with its CIWM® designation.
• Chartered Banker Institute: UK-based professional body awarding the Chartered Banker designation, focused on banking professionalism and ethical standards. It overlaps with CIWM® in addressing regulatory-compliant credentials for private-banking professionals and serves a similar European buyer segment.
• CAIA Association: Provider of the Chartered Alternative Investment Analyst designation, focused on alternative investments and portfolio construction. CAIA overlaps with CIWM®'s advanced wealth-management curriculum and serves a similar experienced-professional segment.
• CFP Board: US-based organization that awards the Certified Financial Planner™ credential, a globally adopted financial planning designation. CFP competes with AWM®/CIWM® for the same client-advisor audience in private banking and wealth advisory.
• GARP — Global Association of Risk Professionals: Not-for-profit awarding the FRM® certification for financial risk professionals. While focused on risk rather than wealth management, GARP competes for the same financial-professional certification budget and global distribution model.
• CISI — Chartered Institute for Securities & Investment: UK-headquartered professional body offering internationally recognized certifications for securities, wealth, and investment professionals. CISI overlaps directly with AIWM's UK-anchored, cross-border wealth-management credentialing mission.
• PRMIA — Professional Risk Managers' International Association: International association awarding the Professional Risk Manager (PRM™) designation. PRMIA competes for the same financial-services certification wallet and offers an alternative credential path to CIWM® for advanced practitioners.

Others

• SFAA — Swiss Financial Analysts Association: Parent organization of AZEK and originator of AIWM. SFAA is an ecosystem partner and events host rather than a direct competitor, but provides the Swiss professional network that underpins AIWM's domestic credibility.
• AZEK — Swiss Training Centre for Investment Professionals: Founder of AIWM and provider of its centralized IT, eLearning platform, and learning infrastructure. AZEK is closely related rather than competitive — it has trained over 6,200 Swiss financial professionals and supplies operational backbone to AIWM.

Regional players

• Wealth Management Institute (Singapore): Singapore-based institute offering certifications and programs for wealth management professionals across Asia-Pacific. WMI competes with AIWM for regional credentialing demand, particularly in Greater China and Southeast Asia where AIWM partners with TXSR and WMSBI.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/AIWM.CIWM
• LinkedInlinkedin.com/company/association-international-wealth-management-aiwm

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

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M&A

Investments

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Frequently asked questions about Association of International Wealth Management