How to Get From Wealth Manager to High-Net-Worth Manager

We are delighted to offer CFP® professionals an eBook on the benefits of addressing the HNW market and the process of earning the advanced CPWA® certification that gets you there.

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If you are an experienced CFP® professional who hopes to capture high-net-worth (HNW) clients – people with $5+ million net worth – you know the competition gets tougher, and you may wonder why these prized clients all-too-often gravitate to a select few of your peers. The answer and the path are now laid out in our new ebook, “How CFP® Professionals Can Enhance Their Expertise & Serve Wealthier Clients.”

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This new Institute eBook is a strategic guide for accredited professionals — to help strengthen your skill-sets and successfully compete in the HNW client market by applying for acceptance into the advanced Certified Private Wealth Advisor® (CPWA®) program. It explains how acquiring skills and aptitudes in key areas cultivates a competitive advantage that can become your calling card.

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If you believe it’s time for you to stand out, lean in, and lead forward, download our new eBook to see how the CPWA® certification, along with the Investments & Wealth Institute’s membership and continuing education programs, can provide the advanced knowledge, elite credentials, and networking opportunities you need to rise above your competition.

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Or contact us HERE with any questions.

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