CIFM®
Certified Insurance Field Manager
Develops the management and leadership capability required to lead insurance field organizations and strengthen field performance.
Professional Development
Build Capability That Progresses With the Professional.
GITSA professional development pathways are designed to deepen knowledge, strengthen practical capability and support professionals as their responsibilities, clients and advisory needs become more sophisticated.
Structured progression connects learning with application so capability can continue to develop beyond a single program or training event.
Our Approach
Professional Capability Is Built Over Time.
Professional development should do more than transfer knowledge. It should help people apply what they learn, strengthen judgment through experience and progressively build the capability required for more complex professional responsibilities.
GITSA pathways are therefore structured around progression, application and reinforcement rather than isolated learning events.
Flagship Professional Development Pathway
CWA® Certified Wealth Advisor
CWA® is a structured three-level professional development pathway designed to progressively strengthen wealth advisory capability across increasingly sophisticated client segments.
Participants progress from serving mass-affluent clients, through affluent advisory needs, to the more complex considerations associated with high-net-worth clients.
Increasing Client Complexity → Increasing Advisory Capability
- 1
Level 1 — Mass Affluent
Build the foundations for structured wealth conversations with mass-affluent clients.
Foundational advisory knowledge, client discovery and disciplined planning conversations.
- 2
Level 2 — Affluent
Deepen advisory capability for clients with broader financial priorities and more sophisticated planning needs.
Integrated planning considerations, deeper analysis and more advanced advisory conversations.
- 3
Level 3 — High Net Worth
Develop the capability to engage with more complex wealth considerations and high-net-worth client needs.
Complex client situations, advanced advisory considerations and integrated wealth perspectives.
From Learning to Sustained Application
Development Continues Beyond the Lesson.
- 01
Learn
Build the knowledge and concepts required for the capability.
- 02
Apply
Use the learning in realistic client and professional situations.
- 03
Review
Reflect on understanding, decisions and application.
- 04
Reinforce
Strengthen retention and consistency through continued practice.
CWA® Learning Experience
Structured for Progressive Development
Each CWA® level combines structured learning, practical application and assessment to help participants build capability progressively rather than consume content in isolation.
Structured Learning
Content organized around defined professional capability areas.
Practical Application
Scenarios and application activities connect concepts with realistic advisory situations.
Assessment
Knowledge and understanding are assessed as participants progress through the pathway.
Professional Credential
A Pathway With a Defined Destination.
Participants who successfully complete all three CWA® levels and their required assessments become eligible for the CWA® Certified Wealth Advisor professional credential.
The three-level pathway provides a clear progression from foundational wealth advisory capability to more advanced client and planning considerations.
Specialized Designations
Additional Professional Designations
GITSA also offers specialized professional designations designed to strengthen capability in specific areas of insurance management, health insurance planning and virtual client engagement.
CHIP®
Certified Health Insurance Planner
Builds professional capability in health insurance planning and supports more structured client conversations around health-related protection needs.
Certified Virtual Health Planner®
Develops the capability to conduct professional health insurance planning and client engagement effectively through virtual channels.
For Organizations
Build Wealth Capability Across Your Organization.
CWA® can support organizations seeking a structured pathway for developing wealth and advisory capability across relevant professional populations.
Talk to GITSA about participation, cohort implementation and how the pathway can fit within your organization's broader capability strategy.
Looking at broader wealth and advisory performance? Explore Wealth & Advisory Capability →
Develop Capability for the Next Level of Advisory.
Whether you are developing an individual professional pathway or strengthening capability across an organization, GITSA can help structure development around the advisory requirements your people need to meet.
Talk to GITSA