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CPWA® - Certified Private Wealth Advisor®

The CPWA® designation signifies that an individual has met initial and on-going experience, ethical, education, and examination requirements for the professional designation.

High-net-worth individuals have unique needs that can’t be properly addressed by an advisor with a basic financial planning background. The Certified Private Wealth Advisor® (CPWA®) certification program is an advanced credential created specifically for wealth managers working with high-net-worth clients.

Developed by the Investments & Wealth Institute®, the CPWA® program focuses on the life cycle of wealth—accumulation, preservation, and distribution. CPWA® certified professionals are able to identify and analyze the unique challenges high-net-worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

Designed for wealth managers who advise high-net-worth clients, this program is open to those who have submitted an application detailing five years of relevant experience, and have completed the pre-study educational component.

STEPS TO CERTIFICATION

The CPWA® certification program requires that candidates meet all eligibility requirements.
- Submit CPWA® Certification Program Application to the Investments & Wealth Institute®
- Complete educational component
- Pass CPWA Certification Exam
- Sign Licensing Agreement and adhere to the Investments & Wealth Institute® Code of Professional Responsibility, Standards of Practice, and Rules and Guidance for use of the marks.

For more information on our CPWA® - Certified Private Wealth Advisor® accreditations, call or contact us at Executive Wealth Management today.

Reference: CPWA Certification - Certified Private Wealth Advisor .... https://www.chicagobooth.edu/executiveeducation/programs/finance/cpwa-certification

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