Barron’s Article Highlights CPWA® Designation as Preferred Solution for Private Wealth Specialists
Oct 6, 2025 11:00:00 AM
Investments & Wealth Institute’s Certified Private Wealth Advisor® (CPWA®) certification program was highlighted in an October 2, 2025 Barron’s article devoted to advisor practice management. Drawing on a multi-year study of over 5,700 financial professionals, the article identifies four key advisor personas, each with distinct growth prerogatives and strategic approaches to practice design and management.
“The Rainmaker”
“The Advisor as CEO”
“The Financial Planner”
“The Private Wealth Specialist”
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Notably, the Barron’s published article mentions that private wealth specialists often pursue advanced credentials, highlighting the CPWA® designation as a prominent solution in the private wealth space. The article emphasizes attainment of necessary technical expertise, including high-net-worth client needs around business succession, tax planning, and executive compensation — reinforcing that private wealth specialists must possess specialized, client-centric skills and strategies.
Read the full article here: Barron’s – The Four Personas of Growth-Oriented Advisors