CPWA Education Providers and Class Schedule

The CPWA® certification education program is offered in partnership with two prestigious business schools—The University of Chicago Booth School of Business and Yale School of Management.

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Education providers

Both Yale and Chicago Booth champion the CPWA curriculum and apply their own unique approaches to delivering the course content in a meaningful way and through a variety of formats. Apply to the program that best suits your learning style.

Candidates who are interested in registering for a CPWA program can contact an IWI Enrollment Counselor with any inquiries regarding education program fees, class schedules, assessments and other policies associated with the CPWA certification. Detailed information about the Yale and Chicago Booth education programs can be found on their respective websites.

Yale School
of Management

University of Chicago Booth School of Business

Investments & Wealth Institute

Executive Education Cost

US $7,295

US $ 6,995

US $6,295

Program Format/Location

100% Online (Self-study)

Hybrid:
85% Online (Self-study)
5% Live, Virtual Education Instruction
10% Live, In-Person Executive Education at the University of Chicago Booth School of Business, Gleacher Center

Online/Live Virtual:

90% Online Self-Study

10% Live, Virtual Executive Education

Time Frame

1 Year (Self-study)

6 Months (Self-study)
4 Days Live Executive Education

3 Months (Self-Study)

3.5 Days Live, Virtual Executive Education

What Program Cost Includes

Application Fee & Background Check
Tuition and Materials for Online Education Program
Test Prep
Initial Exam Sitting, Plus One Retake

Application Fee & Background Check
Tuition and Materials for Online Self-Study and Live Executive Education
Meals During the 4 Days of In-Person Executive Education
Test Prep
Initial Exam Sitting, Plus One Retake

Application Fee & Background Check

Tuition and Materials for Online Self-Study and Live, Virtual Executive Education

Extended Access to Recorded Executive Education Presentations

Test Prep

Initial Exam Sitting, Plus One Retake

Additional Test Prep

N/A

CPWA® Accelerator Pack $595
CPWA® Online Test Prep Only $395

CPWA® Accelerator Pack $595

CPWA® Online Test Prep Only $395

Program Enhancements

Ongoing

New Section Primer and Section Exam Prep Videos

New Instructor-led Videos from Expert CPWA® Faculty

New Virtual Flash Cards

Updated Streamlined Optional Printed Binders

New Section Primer and Section Exam Prep Videos

New Instructor-led Videos from Expert CPWA® Faculty

New Virtual Flash Cards

Updated Streamlined Optional Printed Binders

Provider Class Schedules

Enrollment Timeline

Continuous Enrollment

Class Option #1 - May - August 31, 2024
Class Option #2 - August 15 - December 20, 2024
Class Option #3 - December 1, 2024 - March 10, 2025

May 8 – August 31, 2024

Self-Study Period

Ongoing

Class Option #1 - September 2024 - March 2025
Class Option #2 - January - June 2025
Class Option #3 - March - September 2025

Guided Self- Study: September – December 2024

(Flexible, self-study course available throughout candidate window )

In-Person Course Dates

Virtual

Class Option #1 - March 10 - 13, 2025
Class Option #2 - June 9 - 12, 2025
Class Option #3 - September 15 - 18, 2025

Live, Virtual December 2-6, 2024

(Flexible, extended on-demand access following live sessions.)

Private Classes

Contact IWI Sales Team at sales@i-w.org

Subject to availability

Available for groups of 50 or more

Semi-Private group offerings available for groups of 5 or more

Ready to take the next step?

Log in to your IWI account to begin the application process. Don’t have an account with us yet? You can easily create one to get started.

Schedule a Call with an Enrollment Counselor

Gray Bullard
Account Manager
enrollment@i-w.org
303-529-3704

Tyler Cook
Enrollment Counselor
enrollment@i-w.org
303-850-3206

"The CPWA® certification is worth its weight in gold. It’s definitely been the best program that I have ever gone through from a continuing education and expertise standpoint. After completing the course, I saw immediate benefits from the program."

Erik Averill
CPWA®, CFP®, CKA®

Take the next step

Phone Icon
Schedule a Call

Speak to an enrollment counselor.

Laptop Icon
Introductory Webinars

Get direct answers in our live presentations.