Developing wealth and asset management professionals for Africa and beyond.
Internationally benchmarked qualifications, executive education and continuing professional development for those who intend to be trusted with other people's futures.
Established to promote excellence in wealth management, strategic asset management and sustainable asset stewardship.
IWSAM is an independent professional membership and awarding body serving practitioners in banking, investment management, insurance, pensions, corporate finance, real estate, government, consulting and academia — anywhere wealth is created, preserved, managed or transferred.
Five disciplines, one professional standard
Qualifications
Structured, examined pathways from Basic Certificate to Professional Diploma.
Executive Education
Intensive programmes for senior practitioners and leadership teams.
Certification
Formal recognition of competence against defined technical and ethical criteria.
Research
Applied research into wealth creation and sustainable asset management.
CPD
Continuing development that keeps members current across a full career.
A structured pathway to recognition
Basic Certificate in Wealth and Asset Management
Foundational grounding in wealth management, financial planning and investment principles — assessed by the Institute's Basic Certificate Examination.
View BCWAM →
Professional Diploma in Wealth and Asset Management
Advanced strategic, technical and governance competence across portfolio management, estate planning and ESG investing — assessed by examination.
View PDWAM →Recognition that demonstrates competence and ethical conduct
Associate Member
Member
Fellow
Membership is renewed each year through continuing professional development. Fellowship, the Institute's highest distinction, is reserved for professionals with ten or more years of senior experience.
Apply for MembershipBuilt around a working professional's career
Internationally recognised qualifications
Industry-focused, case-study driven curriculum
Experienced practitioners and facilitators
Professional networking across the industry
Ethical leadership development
Structured career advancement support
"A qualification is only worth holding if it means the same thing in every market it's presented in. That is what IWSAM gave my designation — and my clients."
On the Institute's calendar
Annual Wealth Management Conference
Senior practitioners convene to address the year's most pressing questions in wealth and asset stewardship.
Professional Induction Ceremony
New Associates, Members and Fellows are formally admitted to the Institute.
Strategic Asset Management Forum
A technical forum on portfolio strategy, governance and regulatory change.