Beyond the CFP®: Your Guide to Standing Out in a Competitive Market

Serving high-net-worth (HNW) clients requires more than a strong foundation — it demands specialized skills, advanced credentials, and strategic insight.

What You'll Learn:

Checkmark

Market Insights: Why the HNW space offers career-changing potential. 

Checkmark

Elite Skills: Advanced wealth strategies every HNW advisor must know.

Checkmark

Credential Advantage: How the Certified Private Wealth Advisor® (CPWA®) certification sets you apart.

Checkmark

Proven Results: Data-driven insights into income growth, client acquisition, and retention outcomes for CPWA® certified professionals

"Having the CPWA® designation really classifies me as one of the experts in the high-net-worth service space. It’s definitely something that makes you stand out as an advisor."

Alyssa Dalbey, CFP®, CPWA®
Schultz Financial Group Inc.

"The CPWA® certification is a valuable next step for CFP® advisors who want to grow the knowledge base and skill set they need to build and maintain relationships with high-net-worth and other sophisticated investors."

Kevin Sánchez, CIMA®, CPWA®, CFP®
Senior Vice President, Morgan Stanley

"By investing in yourself, you show up better for others. Like investors, finance professionals want to see a return on investment. I am sure if you ask someone who has obtained the CIMA® certification or CPWA® certification if they believe it was worth the investment (both in time and financial cost), they will likely say yes."

Leslie Chang, CPWA®, CFP®
Scholarship Recipient & CPWA Certificant