Being part of the AIWM member community brings numerous benefits, including:
Opportunities for continuing professional development
- Membership will automatically ensure that individuals are kept informed of the educational courses, events, services and activities provided by the Association.
- This is via regular communications between the Association and it's members and through the Association’s website.
- The electronic Newsletter
- Access to AIWM Campus seminars
- Special rates for events and seminars
- The General Meeting with dinner and entertainment
How to Become a Member
Students enrolled in the CWM® or CIWM® programme are automatically granted membership. Applicants should contact their local training provider for details on enrolment.
There are two ways of becoming a member:
Those holding the CWM® or CIWM® designation are automatically eligible for membership of the Association. The form for CWM® and CIWM® designation holders to complete in order to apply for professional membership can be downloaded here.
Individuals without the designations may also join the Association. Experienced practitioners able to demonstrate at least five years of active practice in cross-border wealth management and with a university degree may apply for membership, which will be granted at the discretion of the AIWM.
In order to apply for AIWM membership on this basis, applicants should complete the application form and return to the AIWM with a full CV including confirming letters from at least three references supporting five years of professional experience and information on any relevant examinations obtained.
All members must agree to abide by the Association's Code of Ethics.
Code of Ethics
The objective of the AIWM is to ensure the highest ethical conduct of its members and thus contribute to the integrity of global capital markets.
To fulfill the responsibilities resulting from their activities as wealth management or private banking professionals, certain standards must be met. To encourage the independent, diligent, professional and ethical behaviour of wealth management professionals, the AIWM has established a Code of Ethics, defining globally accepted standards for the professional conduct of wealth managers worldwide.
All members of the AIWM accept the obligation to uphold and abide by the association’s Code of Ethics.
Download AIWM Code of Ethics for full details.