CPWA Professional Toolkit

As a CPWA certificant, the following resources can help you communicate the value of your certification and answer other questions you may have.

CPWA logo for website use—Display the CPWA logo on your website. Right-click the image, save it to your computer, and upload it to your website. For CPWA certificants only. Right click the image below to download:
      CPWA-BW.jpgCPWA-4C-square.jpg
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Customizable correspondence suite: Customizable news release templates—CPWA certification news release template. Customize this press release template to alert media, clients and business partners that you earned the CPWA certification

CPWA-Advisor-Brochure-cover.pngCPWA program brochure—This brochure provides details about the return on investment of CPWA certification, topic overview, steps to certification, and the educational program. Share it with colleagues who are considering starting the certification process.


 
Marks usage guideGuidance on using the Investments & Wealth Institute marks in business communications, marketing materials, articles, books and newsletters.

CIMA-Client-Brochure-cover-(1).pngCPWA client brochureThis visually engaging resource can be used with your clients to discuss your qualifications as a CPWA professional. Consult your compliance officer as needed. FINRA Reviewed (order here)
 
  • CPWA client flyerYou may download this one-page flyer for use with your clients to explain your CIMA certification. Consult your compliance officer with questions regarding use with clients.  
Form ADV Brochure Supplement Description—Under SEC regulations that went into effect on October 12, 2010, investment advisors registered with the SEC must provide brochure supplements describing their educational and business backgrounds. Advisors whose fiscal years end on December 31 must deliver the brochure supplement (Part 2B) to new clients by July 31, 2011, and to existing clients by December 30, 2011.
 

Certificant Complaint Process—Certificants can file a complaint with Investment & Wealth Institute about certification policy, practice, or decisions. Complaints must be in writing, and can be submitted by email, mail, or fax to Investment & Wealth Institute. Complaints must originate directly from the certificant and be incorporated into the Certification Complaint Form.

All complaints will be reviewed by an Investment & Wealth Institute management team including its Chief Executive Officer. After review, complaints involving a request to change certification policies may be forwarded to the appropriate volunteer body with governing authority over the particular certification policy. With regard to complaints about all other certification activities, the certification department management team will make a determination. If the complaint does not relate to certification activities, it will be forwarded to the Senior Director of Administration and Chief Executive Officer for review and resolution. All decisions are final and not subject to appeal.