Introducing the 2024 Accelerate CPWA® Program

Become a Certified Private Wealth Advisor® by December!


Apply Now

The Investments & Wealth Institute is proud to announce a more flexible and accelerated way to earn your CPWA® certification before the year ends. Separate yourself from the competition as a high-net-worth and ultra-high-net worth expert and enroll in our exclusive 2024 Accelerate CPWA® Program today!

Key Program Features

  • Accelerated Program: Complete the CPWA® program in 3 months, earning your certification by December.

  • High-Quality Online Self-Study: Access our comprehensive online self-study course from anywhere, with no travel required.

  • Top Practitioner Faculty: Learn from some of the top practitioners in the industry who bring expertise and insights directly to you.

  • Registration Open: Secure your spot now! Registration is open until September 1st and seats are filling fast. Candidates be given access to the online self-study course materials before the program begins.

  • Mark your calendar! The program kicks off on September 4th, 2024.

  • Affordable Pricing: Program cost is $6,295. Scholarships available along with discounted pricing for groups and relationship pricing.

To preview the curriculum, please view our Program Handbook.

How To Enroll

Ready to take the next step?

Speak to an Enrollment Counselor

Email or schedule a call with our Enrollment Counselors by September 1st to discuss your enrollment options and secure your place in the program.

Schedule a Call→
Email Us→

Apply Online Now

  1. Login or create an account.

  2. Once you're on your Dashboard, scroll down to the "Certification" section and click "Apply Now" under CPWA.

  3. During the process, you'll be prompted to select a class. Select "IWI CPWA Accelerate 2024 Class" and complete the checkout.

Apply Now→

“Earning my CPWA® certification was the single best thing I’ve ever done for my career and clients. The wealth management topics the CPWA® program covers are critical when working with high end clientele such as executives and business owners. I’m now able to speak intelligently on complex tax and estate strategies with my clients and their tax and legal advisors. This has led to numerous introductions to new clients and helped grow my business.  

The Investments & Wealth Institute has done a fantastic job of putting this curriculum together. The material is concise, digestible, and absolutely packed with practical information you can apply in your practice. The Institute is also great at helping advisors stay at the cutting edge of their industry after they complete the designation. The continuing education and conferences are top notch.  

If you’re a financial advisor or wealth manager looking to take your career to the next level, I highly recommend the CPWA® certification.” 

Patrick Ford, CIMA®, CPWA®
Wealth Advisor, Partner, Stratos Private Wealth

Resources to Support Your CPWA® Certification Journey

BROCHURE→

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.