The 2025 CPWA® Accelerate Program

Become a Certified Private Wealth Advisor® By December!

We are proud to announce that CPWA Accelerate is back by popular demand! Join an elite group of advisors for this, high-impact, flexible learning experience designed to help you earn your Certified Private Wealth Advisor® certification—on your terms, without travel before the end of the year!

With an accelerated timeline, you can achieve certification faster than traditional education pathways—without compromising quality. 

Enrollment Deadline:

August 31, 2025

Enroll Now→
Time Commitment
3 Months
Education Provider
The Investments & Wealth Institute
Program Format
Self-paced Online + Live-Virtual Executive Education
Total Cost
$6,295

Program Features

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

  • Online Self-Study: Enjoy a high-quality online self-study course, designed for your convenience 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. 

  • Private Wealth Expertise: Attract new clientele, grow your business, and establish yourself as your firm’s go-to authority on wealth management. 

  • Fall Enrollment: Program begins September 5, 2025. Candidates will be given access to the online self-study course materials before the program begins.  

  • Affordable Pricing: Program cost is $6,295. Secure at our lowest rate available – and take advantage of a savings of at least $700 off other program offerings. Preferential rates available for partnering firms.  Contact an Enrollment Counselor to learn more. 

Key Dates

Enrollment Deadline

Self-Study Period

Live-Virtual Executive Education

Cohort

2025 Accelerate Program

August 31

September 5 – December 4, 2025

December 1–4, 2025

How To Enroll

Here’s a step-by-step breakdown for the application process.

1

Create or Log in to Your Account and Click "Apply Now" under the CPWA® Certification Section

You’ll need an Investments & Wealth account to apply for the CPWA® certification. Once logged in, navigate to your Dashboard, scroll to the "Add-ons & Features" section, and click "Apply Now" under "CPWA® Certification."

Create/Login to Your Account→
2

Go Through the Application Process

After starting your application, proceed through the work history and disclosures sections to provide the necessary information.

3

Choose the IWI CPWA Accelerate September-December 2025 Program

When selecting your class, choose the IWI CPWA Accelerate September-December 2025 program.

4

Complete the Checkout Process

Finish the checkout process, and you will be successfully enrolled in the CPWA® certification program.

Questions?

Feel free to schedule a meeting with one of our Enrollment Counselors to get your questions answered! 

Schedule a Call→

"The CPWA® certification is a valuable next step for CFP® advisors who want to grow the knowledge base and skill set they need to build and maintain relationships with high-net-worth and other sophisticated investors."

Kevin Sánchez, CIMA®, CPWA®, CFP®
Senior Vice President, Morgan Stanley

By investing in yourself, you show up better for others. Like investors, finance professionals want to see a return on investment. I am sure if you ask someone who has obtained the CIMA® certification or CPWA® certification if they believe it was worth the investment (both in time and financial cost), they will likely say yes.

Leslie Chang, CPWA®, CFP®
Scholarship Recipient & CPWA Certificant

“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.” 

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