Kiplinger Highlights CPWA® Certification as a Valuable Credential for Serving High-Net-Worth Clients

Oct 20, 2025 1:16:00 PM

In a Kiplinger article published in October 2025, Investments & Wealth Institute’s Certified Private Wealth Advisor® (CPWA®) certification is identified as being strategically valuable for advisors serving the high-net-worth market. Titled “Serving the HNW Market: How Financial Advisers Can Break Through and Deliver Lasting Value,” author John Roberts (Executive Vice President and Chief Field Officer at Northwestern Mutual) explores how financial advisors can better meet the complex needs of high-net-worth (HNW) clients with the attainment of advanced professional credentials.

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The article underscores the importance of advisors differentiating their skills and aptitudes in the competitive HNW marketplace. By specifically recognizing the CPWA® certification program, the author reinforces the growing industry expectation that leading wealth professionals will pursue and attain specialized, advanced education that pertains directly to the needs of HNW clients.

 

Read the full article here: Serving the HNW Market: How Financial Advisers Can Break Through and Deliver Lasting Value

 

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