CPWA® Certification Marketing Resources
Now that you have achieved your Certified Private Wealth Advisor® certification, take advantage of IWI’s tools—from announcements to website copy to brochures—to help high-net-worth clients understand the superior value your skills and knowledge will deliver.
CPWA® Certificants Are Exceptional Advisors
Your CPWA® certification is the premier designation for advisors who are focused on helping high-net-worth clients preserve and protect their assets and legacies.
The Exceptional Advisor program from Investments & Wealth Institute helps you to communicate the body of knowledge and sophisticated skills you’ve acquired—and build trust in your capabilities.Explore the Exceptional Advisor Toolkit
Enhance Communications: Resources for Exceptional Advisors
Stay in Tune with High-Net-Worth Client Needs
Help Clients Find You—Where They Are
Market Your CPWA® Certification with These Resources
Proudly share your Certified Private Wealth Advisor mark in your signature and social profiles, apply the logo on your website, send an announcement out to your clients, or share a presentation or brochure.
Start Here: The Guidebook
Turn to this collection of editable marketing resources—including letters, website copy, a flyer, a brochure, and more—to promote your CPWA® credentials.Download
Professionally designed, at-a-glance explanation of the requirements you’ve met for CPWA® certification.Download
FINRA-approved marketing brochure to educate clients about the value of working with a CPWA® professional.Download
Complete and submit this form to receive printed copies of the client brochure.Download
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