Certified Private Wealth Advisor (CPWA) Certification
Through CPWA® certification, seasoned private wealth professionals gain deeper understanding of the wealth lifecycle to solve unique wealth management challenges.
Investments & Wealth Institute: Financial Advisor Certification
The Certified Private Wealth Advisor ® (CPWA ®) certification is designed specifically for advisors who work with—or aspire to work with—high-net-worth (HNW) clients. Why CPWA? Do you want to differentiate your retirement advice with elevated capabilities and specialized knowledge?
CPWA ® Certification Requirements - Investments and Wealth
What is the CPWA application process and what does CPWA cost? Start here to reach your goal of meeting advanced wealth management analyst certification requirements.
Prep for the CPWA ® Certification Exam - Investments and Wealth
Prepare for the CPWA certification examination with testing information, instructions, and study resources, including the CPWA Accelerator course.
Frequently Asked Questions: CPWA - Investments and Wealth
Earning the CPWA® designation gives you the skills to identify and analyze challenges facing high-net-worth (HNW) clients and develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
Prep for the CIMA ® Exam - Investments and Wealth
With Investments & Wealth Institute membership, maximize the value of your CIMA ®, CPWA ®, and RMA ® certifications through the power of an international association.
CPWA Education Providers and Class Schedule - Investments and …
CPWA education providers champion the CPWA curriculum with unique class schedules and formats. Select the provider that best meets your learning needs.
IWI Certification Renewal │ Requirements for CE and Renewal Fees
Understand the steps to IWI certification renewal including requirements for continuing education (CE) and renewal fees for CIMA, CPWA, and RMA.
Compare IWI Certifications - Investments and Wealth
The CPWA® certificate integrates a holistic approach with deep dives into essential areas of advanced wealth planning. Holders build and differentiate their practices by delivering the knowledge, tools and skills needed to meet the complex needs of …
Defining Wealth Management: The Professional Body of Knowledge
The CPWA ® Body of Knowledge: Skills for Private Wealth Advisors. Uniquely designed to marry wealth management knowledge with human dynamics, the CPWA ® certification covers 4 knowledge domains and 11 sections. These topics provide specialty skills for dealing with legacy issues, family estates, and the needs of executives and closely held ...