The Chartered Strategic Wealth Professional (CSWP ... · PDF fileThe Chartered Strategic...

The Chartered Strategic Wealth Professional (CSWP™) Transition Options Fact Sheet

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We Heard YouThe revised program leading to the ‘Chartered Strategic Wealth Professional’ designation fully addresses the wealth management needs of affluent Canadians. Students learn how to attract and retain clients throughout all life stages.

Q1. What is the structure of the upgraded wealth management program?

Old path to the Ch.P. Strategic Wealth






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The upgraded path to the Chartered Strategic Wealth Professional (CSWP™)






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Continued on next page…* If working towards your CIM, using the route illustrated the CSC® + WME® are also required.



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Q1. What is the structure of the upgraded wealth management program? (cont’d)

… continued from previous page

The upgraded program consists of 3 courses plus the Strategic Wealth 360 evaluation. Students who complete this path will now have the opportunity to earn 2 specialty certificates along the path to the designation: Certificate in Retirement Strategy and Certificate in Estate Planning and Trust Strategy. There are no mandatory prerequisites to enter the program, however most candidates either already have a financial planning industry designation or have completed the Wealth Management Essentials (WME) course. There is a requirement to have 3 years relevant work experience at the time of applying for the Strategic Wealth 360 evaluation.

What are the immediate changes?

Effective October 31, 2010 at 12:00 noon, CSI will no longer accept enrolments in the following courses: » Managing High Net Worth (MHNW) » Building High Net Worth (BHNW) » Wealth Management Essentials - Investment Management Supplement (WME-IMS) English only

Q2. When will the upgraded wealth management courses be available?

Enrolments in the upgraded new courses have commenced as of September 1, 2010.

Q3. When will the new credentials be available?

The specialty credentials namely the Certificate in Retirement Strategy and the Certificate in Estate Planning & Trust Strategy are dependent upon successful course completion as required and commenced as of September 1, 2010.



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Q4. Who can enroll in the upgraded program?

Students enrolling in the Strategic Wealth 360 evaluation must fulfill the following course prerequisites: » WME or PFP or PFPC or FMA –OR– CLU or CFP or RFP + 3 years work experience

AND

» Advanced Investment Strategies (AIS) + Advanced Retirement Management Strategies (ARMS) + Advanced Estate Planning and Trust Strategies (AETS) courses or equivalents.

There are no prerequisites for enrolling in any of the courses that lead to the CSWP™ designation with the exception of the Strategic Wealth 360.

Q5. When will CSI stop granting the current Ch.P. Strategic Wealth designation?

CSI has stopped granting the Ch.P. Strategic Wealth designation on August 31, 2010. Students currently enroled in the Ch.P. Strategic Wealth program have until October 31, 2011 to complete the current program but will receive the Chartered Strategic Wealth Professional (CSWP™) designation.

Q6. How long do I have to finish the current Ch.P. Strategic Wealth program courses?

Students enrolled in the current Ch.P. Strategic Wealth program courses must write their exam by October 31, 2011 in order to complete the following Wealth Management courses: » Building High Net Worth (BHNW) » Managing High Net Worth (MHNW)

Q7. Does the Strategic Wealth 360 evaluation change?

No, the SW360 remains the same.



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Transition Options For Students Enrolled In The Managing High Net Worth (MHNW) Course

Q8. Can I still enroll in the Managing High Net Worth (MHNW) course?

No, unfortunately the last day to enroll in MHNW was October 31, 2010.

Q9. What is the last date I can write the MHNW exam?

Currently enrolled MHNW students must write their exam by October 31, 2011 in order to complete the course.

Q10. Do I have the option to purchase an extension?

Yes. All students have the option to purchase an extension. However, the course extension expires on October 31, 2011. All students will get a full year’s enrollment but will not necessarily get a full year’s extension.

Q11. What if I am unsuccessful in completing MHNW after taking an extension?

Students who are unable to complete the course requirements by October 31, 2011 will need to re-enrol in the NEW ARMS and AETS courses to continue on to the CSWP designation.



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Q12. Can I transfer from MHNW to one of the courses in the upgraded wealth management program such as Advanced Retirement Management Strategies (ARMS) or Advanced Estate Planning and Trust Strategies (AETS)?

No, unfortunately the transfer period has closed as of December 31, 2010.

Q13. What are my options to earn a credential if I’ve completed the MHNW?

Students who have completed MHNW have fulfilled the requirements for both the Advanced Retirement Management Strategies (ARMS) and Advanced Estate Planning and Trust Strategies (AETS) courses and can follow one of two paths:






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OR

Students who have completed MHNW and a recognized financial planning designation* will have met the requirements for the Certificate in Retirement Strategy.






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* Please see click here to list of additional requirements

* PFP, FMA, CFP, CLU and RFP or completion of WME or PFPC

https://www.csi.ca/student/en_ca/designations/cswp.xhtml#tabview=tab2



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Transition Options For Students Enrolled/Completed Building High Net Worth (BHNW)

Q14. Can I still enroll in the Building High Net Worth (BHNW) course?

No, unfortunately the last day to enroll in BHNW was October 31, 2010.

Q15. What is the last date I can write the BHNW exam?

Currently enrolled BHNW students must write their exam by October 31, 2011 in order to complete the course.


Yes. All students have the option to purchase an extension. However, the course extension expires on October 31, 2011. All students will get a full year’s enrollment but will not necessarily get a full year’s extension.

Q17. What if I am unsuccessful in completing the BHNW after taking an extension?

Students who are unable to complete their course requirements by October 31, 2011 will need to re-enrol in the new AIS course to continue on to the CSWP designation.



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Q18. Can I transfer from the BHNW to the Advanced Investment Strategies (AIS) course?


Q19. What are the benefits to students who have transferred from BHNW to the Advanced Investment Strategies (AIS) course?

When you transfer to the new course, you will receive the following benefits: » AIS satisfies one of the requirements of CIM*






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» A fresh enrollment period » Re-write fee is waived: If you’ve already completed your exam and need to apply for a re-write, you will not

be required to pay the re-write fee once transferred (no refunds for re-writes already paid; additional exam attempts thereafter are subject to re-write fee; application to re-write must take place once transferred).

» A full year extension is available if required. » There is no transfer fee

* CSC + WME are also required.



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Q20. What are my options to earn a credential if I transfer to the Advanced Investment Strategies (AIS) course?

Students who chose to transfer to the Advanced Investment Strategies (AIS) course may choose one of the following paths:

NEW Canadian Investment Manager (CIM) Path

CSI has expanded the route for all investment and wealth management professionals by offering a NEW path to the Canadian Investment Manager (CIM) designation. The CIM designation allows registrants of IIROC to carry out discretionary portfolio management. Financial professionals who hold the CIM designation and are direct registrants of provincial securities commissions are also eligible for registration as a Portfolio Manager, Advising Representative or an Associate Advising Representative.






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Q21. What are my options to earn a credential if I have completed the Building High Net Worth (BHNW) course?

Students who have successfully completed the BHNW have satisfied the equivalency of the new Advanced Investment Strategies course. Your path to achieving the CSWP designation is as follows:

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Q22. What are my options if I have completed the MHNW and the BHNW courses?

Students who have successfully completed the MHNW and the BHNW may apply for the Strategic Wealth 360 assessment. Please note there is a 3-year work experience requirement when applying for the Strategic Wealth 360. Upon successful completion of SW360, students may apply for the Chartered Strategic Wealth Professional (CSWP™) designation.





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Transition Options For Students Enrolled/Completed The WME-IMS Course

Q23. Can I still enroll in the WME Investment Management Supplement (WME- IMS) course?

No, unfortunately the last day to enroll in the WME - IMS was October 31, 2010.

Q24. What is the last date I can write the WME-IMS exam?

Currently enrolled WME-IMS students must write their exam by October 31, 2011 in order to complete the course.


No, unfortunately this course is not extendable. Currently enrolled students must complete their course exam by October 31, 2011.

Q26. What if I am unsuccessful in completing the WME-IMS after taking an extension?

Students who are unable to complete the course requirements by October 31, 2011 will need to re-enrol in the NEW Advanced Investment Strategies course to continue on to the CIM designation or as a new option they can leverage the AIS course on the wealth management path leading to the CSWP™ designation.

Q27. Can I transfer from the WME-IMS course to the Advanced Investment Strategies (AIS) course?




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Q28. If I transfer to the Advanced Investment Strategies (AIS) course, what are my options to earn a credential?

Students choosing to enroll in Advanced Investments Strategies (AIS) can choose one of the following two paths:

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AND/OR

New OptiON Chartered Strategic Wealth Professional (CSWP™) Path

Upon completion of the CIM, your path to the CSWP designation is as follows:






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Students who choose the second path are also eligible to earn their Certificate in Retirement Strategy upon successful completion of the Advanced Retirement Management Strategies course and a Certificate in Estate Planning and Trust Strategy upon successful completion of the Advanced Estate Planning and Trust Strategies course.






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Q29. What are my options to earn a credential if I’ve completed the WME-IMS?

Students who complete the WME-IMS will have attained their Advanced Investment Strategies (AIS) equivalency and can take one of the following two paths:

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AND/OR

New OptiON Chartered Strategic Wealth Professional (CSWP™) Path

As the WME-IMS is the equivalency of the new Advanced Investment Strategies course, you will now have the option to fulfill the wealth management path requirements for the Chartered Strategic Wealth Professional (CSWP™) designation.






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Students who choose the second path are also eligible to earn their Certificate in Retirement Strategy upon successful completion of the Advanced Retirement Management Strategies course and a Certificate in Estate Planning and Trust Strategy upon successful completion of the Advanced Estate Planning and Trust Strategies course.






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Q30. If I have completed Investment Management Techniques (IMT), what are my options to attain the CSWP designation?

CSI’s Investment Management Techniques course is equivalent to AIS so students who have completed IMT are already part-way through to the CSWP designation.






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Q31. I am currently a student in the WME-IMS – for Quebec. Has the program been updated? If so, what are my options?

WME-IMS French for Quebec will remain the same.

*Please note: IMT is a licensing course and students who have completed AIS are not provided with an IMT equivalency.



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CSWP™ MEMBERSHIP FAQs

Q32. Why has CSI changed the Ch.P. Strategic Wealth certification marks and trademark to the Chartered Strategic Wealth Professional (CSWP™)?

The name adjustment was needed to protect the trademark and certification mark. Due to the length of the certification mark, the frequent and commonly truncated convention in use of reference to “Ch.P.” only, without reference to Strategic Wealth posed a risk that invalidated the trademark and diluted the brand asset.

The revised full designation name and letters (CSWP) better reflect the true nature of the title and the letters are more user-friendly and practical in representation on business cards, in signatures etc.

Q33. As a current Ch.P. Strategic Wealth designation holder, can I apply for the Certificate in Retirement Strategy as set out in the revised CSWP program?

Yes, providing you have successfully completed the Managing High Net Worth course, you may apply for the Certificate in Retirement Strategy.

Q34. Will I receive a new CSWP certificate?

A new certificate was issued at no cost and shipped to all designation holders in good standing in November 2010.



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Q35. When will the current Ch.P. Strategic Wealth membership website be updated with revised collateral materials?

The CSWP membership website including all marketing collateral materials was completed in November 2010.

Q36. Will the ‘dedicated’ front-of-the-line customer service email address changed?

Yes, effective September 1, you may now access customer service through the new email address at [email protected]

Q37. Has the special ‘dedicated’ front-of-the-line customer service number changed?

No, the number remains the same. Please call 416.364.9130 (or 1.866.866.2601 toll-free in Canada)

Q38. What are the benefits of the upgraded annual designation requirement?

» Impactful user-friendly retail space on your business card and stationery » Promotion and usage of trademark designation letters (CSWP™) » Admittance in exclusive CSWP™ designation holder directory » Dedicated front of the line customer service » Access to CSWP™ client brochure – promote yourself, your practice and your credentials » Presentation and client letter templates



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Q39. Have the requirements to maintain the upgraded CSWP designation changed?

No. Earning your Chartered Strategic Wealth Professional designation is a commitment to continuous life-long learning and integrity. As such, there are ongoing education, ethics and licensing fee requirements that you must meet annually to evolve your knowledge base and maintain your status as a CSWP.

Q40. Have the Continuing Education Requirements changed?

No CE requirements remain the same. » 10 hours of structured learning in the area of wealth management » 10 hours of unstructured learning in the area of professional practice, which may include practice

management, mentorship, ethics, compliance, volunteering within CSI (moderator, panel of experts, curriculum advisory board)

Q41. Have the Designation Requirements changed?

No. Requirements remain the same. » Pay annual designation fee of $300 » Agree to the terms of the CSWP trademark licensing agreement » Commit to and abide by the CSWP Code of Ethics

Q42. What is the commencement date for CE requirements once I am granted the CSWP™ designation?

CE requirements will begin the calendar year after the student has achieved the CSWP™ designation. For example, if a student completes the CSWP designation in 2010 (regardless of when in the year it is completed), their CE requirements will begin in 2011.



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Q43. What will the CE cycle period be? (i.e. Annually: Jan – Dec or CSWP anniversary date)?

The CE cycle will run on a calendar year basis, beginning on January 1st and ending on December 31st.

Q44. Will the CE requirements be pro-rated? (Dependent on when designation granted)

There will be no need for pro-rating CE requirements, as CE will begin in the full year after the student has achieved the designation.

Q45. Regarding the CE credits that I need to fulfill, do these CE credits have to be attained from CSI or can I get them from an external CE provider (i.e. my place of work)?

At this time, there are no restrictions on whether the CE course(s) you must take are achieved through CSI or an external provider.

Q46. When do I have to convert my Ch.P. stationery and collateral materials to the new CSWP logo?

CSI asks that you update your stationery and collateral materials bearing reference to the designation name and letters by year-end. The new CSWP logo and usage guidelines are currently available.

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