CPWA® - Certified Private Wealth Advisor®
The CPWA® designation signifies that an individual has met initial and ongoing 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 can 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.