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Advanced Skills for Affluent Clients
When you’re ready to advance your career—and retain more high-net-worth clients—choose the Certified Private Wealth Advisor® certification.Apply Now
Have questions about CPWA® certification?
We’re here to help.
What Can CPWA Do for You?
From preserving wealth to managing closely held businesses, the needs and demands of U/HNW clients are unique, complex and challenging - and getting moreso. The Certified Private Wealth Advisor (CPWA®) certification is designed specifically for seasoned advisors and wealth managers who work with - or who want to work with - U/HNW clients.
The curriculum delivers specialized, advanced knowledge that combines:
A holistic, multidisciplinary approach to the interconnected challenges and opportunities that significant wealth brings.
Deep dives into critical areas of wealth planning and preservation, including sophisticated tax management and wealth transfer tools, as well as legacy planning and family dynamics.
With the CPWA® designation, deliver the advanced knowledge, tools and skills needed to meet - and exceed - the complex needs of U/HNW families.
Differentiate With Increased Credibility
By integrating a holistic approach with deep and focused expertise, CPWA® certification holders have reported greater career satisfaction and higher compensation than non-holders. Learn how it can help you stand out from the competition and build your practice.Increase Your Professional Value: Download Our CPWA® Brochure
CPWA® Certification Process & Costs
Completing CPWA® requirements is a commitment.
But you’re worth it.
When you join the community of CPWA® certificants, you’re in the company of elite wealth advisors from around the globe dedicated to creating exceptional outcomes for their clients.
Ready for the challenge?Get CPWA® Process & Cost Details
Apply and select an education provider
Complete executive education program
Pass the CPWA® certification exam
Complete your certification
Premier Education Providers to Guide Your CPWA® Program
Investments & Wealth Institute partners with Ivy League-quality educational providers to bring intellectual rigor, engaging teaching, and cutting-edge research to our standards-based, ANAB-accredited CPWA® curriculum.
Yale School of Management
Learn from leading faculty and industry experts and leverage comprehensive study materials and exam-prep tools in Yale’s fully online program Wealth Management Theory & Practice.
University of Chicago Booth School of Business
Delivered by distinguished faculty and experienced industry professionals, Chicago Booth’s hybrid CPWA® certification program begins with online study of the course content and concludes with a 5-day in-person session.View CPWA® Education Provider Details
Resources to Support Your CPWA® Certification JourneyBROCHURE
Make your case to peers and employers.CANDIDATE HANDBOOK
All-in-one reference to the CPWA® certification program.CPWA® CURRICULUM & EXAM OVERVIEW
At-a-glance coursework outline and what to expect at exam time.SCHOLARSHIPS
Learn about financial assistance for CPWA® candidates from underrepresented communities.
Why offer CPWA® Certifications to Your Teams?
The ROI your firm gets from advanced, experienced, and specialized wealth management professionals comes from their expanded capability to drive in-depth conversations—and deliver tangible results.