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Are You an Exceptional Advisor? Communicate Your Value
CPWA Sample Website Copy
Sample Website Copy - CPWA
I am a Certified Private Wealth Advisor® (CPWA®) professional. The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients.
Recently, the standards and education organization that oversees my certification changed their name, from the Investment Management Consultants Association® (IMCA®) to the Investments & Wealth Institute®.
Please review this
for an outline of what the CPWA certification is and what it takes to earn certification, including the four “E’s”: education, ethics, experience, exam.
What I would like to highlight to you is the Continued Competency aspect of my CPWA certification and my professional practice in general. Not only do I fulfill forty hours of continuing education credit hours necessary for my CPWA certification, but I also maintain (
fill in additional certifications, designations, insurance, and/or securities licenses etc which may require even more education hours).
I welcome any questions you may have about my professional certifications like CPWA. If you would like to learn more about the international organization behind the certification, visit the website of the Investments & Wealth Institute
or for investor resources,