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

Act Ethically

Discover materials that you can use to educate your clients about topics they truly care about.

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Demonstrate Advanced Knowledge

Go beyond basic expectations to communicate a distinct advantage to your clients.

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Provide Meaningful Guidance

Discover materials that you can use to educate your clients about topics they truly care about.

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Understand What Clients Need

Dive into authoritative research on client attitudes, challenges, and expectations.

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Stay in Tune with High-Net-Worth Client Needs

Applied Behavioral Finance

Learn to address the behaviors behind common financial decisions that trip up investors.

20 CE Credits

ETF Best Practices

A factor-based approach to improve portfolio outcomes, enhance diversification, and help manage risk.

4 CE Credits

Decision Economics

Use a behaviorally informed framework to separate emotion from the investment process.

1 CE Credit

Help Clients Find You—Where They Are

Maintain your profile on Investmenthelp.org

Improve your visibility to clients searching for Exceptional Advisors like you through our online consumer search tool.

Get your digital badge

IWI partners with Accredible to provide a one-click solution to add your credentials to your email signature and social profiles.

Leverage your certification marks

Learn how to properly display your licensed certification marks in business communications, marketing materials, websites, and more.

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

CPWA® Flyer

Professionally designed, at-a-glance explanation of the requirements you’ve met for CPWA® certification.

Download

Client Brochure

FINRA-approved marketing brochure to educate clients about the value of working with a CPWA® professional.

Download

Order Brochures

Complete and submit this form to receive printed copies of the client brochure.

Download

Presentation Deck

Microsoft PowerPoint slides to help you walk a client through what CPWA® certification entails.

Download

SEC Supplemental Support Language - ADV

SEC-compliant language to describe your CPWA® certification .

Download

Elite members get exceptional benefits on CE

Simplify your access to continuing education and professional development with complimentary or reduced-cost CE-approved courses, conferences and events, and more.

join/renew/upgrade membership

Continuing Education: Keep Your Knowledge and Skills Fresh

Conferences and Events

Explore premier learning and networking experiences.

Team Development

Ask about group classes and customized learning for your firm.

Webinars

Stay competitive by tapping into timely topics that matter to your clients.

Need Help?

Visit our FAQs or reach out to your support teams.

FAQ

Browse common questions from your CPWA®-certified peers.

Certification FAQMembership FAQ

Membership Support

Contact our dedicated membership team.

Certification Support

Certification and marketing insights from IWI experts.