$595 │ Available only to CPWA® candidates
Request Registration for the CPWA® Accelerator PackLearn More About the CPWA® Accelerator Pack
Get detailed study considerations, important instructions, and helpful resources to ensure you are prepared for your CPWA® certification examination.
Understand the exam format, core curriculum topics on the comprehensive exam, and how the topics are weighted.
What to expectLearn the rigorous, standards-based process that goes into developing a reliable, valid CPWA® certification exam.
Learn how the exam is developed and scoredJust like your real-world client work, studying for the CPWA® exam requires information and insights from a variety of resources.
Start here to get a helpful overview of the scope and depth of information you’ll be tested on.
Designed exclusively for candidates for the CPWA® certification program, this in-depth, self-study course can help you improve your test-taking prowess and build confidence in analyzing and responding to the kind of complex questions you’ll encounter on the exam.
Get tips, test-taking skills, and techniques for analyzing test questions with this self-paced course, provided through the IWI Academy.
Waive retake fees—regularly $225 per attempt—and reduce your stress.
Mailed free on request—regularly $225 + shipping*
Build your own study plan with:
· 60 case studies
· 70 related multiple-choice questions
· 5 branching scenarios with related Q&A and content review
· 27 flash card/matching/sorting activities
· 20 downloadable documents for assistance with study preparation
*Note: The CPWA® Accelerator Pack is available to purchase only within the first 60-days of the start of the Chicago Booth or Investments & Wealth Institute CPWA® program. Hard-copy materials are printed in black and white and are organized into 4 spiral bound binders of selected readings available in the online self-study program for candidates working through Chicago Booth or Investments & Wealth Institute CPWA® programs. The hard copy materials are not a replacement for the online self-study course.
The CPWA® Accelerator Pack does not include a practice examination. The Investments & Wealth Institute and the CPWA® Certification Commission neither endorse nor recommend any specific test preparation program and make no claim or assurance on the ability of a student to pass the exam as a result of completing the test preparation product.
Yes, you can use an accepted financial calculator when taking the CPWA® certification exam.
Policy for calculator use
You are required to clear your financial calculator's memory before the exam.
You are not allowed to bring any notes, including manually programmed formulas, into the testing area. If your calculator has notes, formulas, or other printed information, remove them or cover them with solid color tape. Calculators are subject to inspection by test center staff.
Have a complaint or concern about Investments & Wealth Institute certification policy, practice, or decisions?
Send your complaint in writing—by email, mail, or fax—to IWI.
Your complaint will be reviewed by an Investments & Wealth Institute management team including its Chief Executive Officer. After review, complaints are forwarded to the appropriate team:
Requests to change certification policies go to the volunteer body that has governing authority over the policy in question.
Complaints about all other certification activities go to the certification department management team.
Complaints unrelated to certification activities go to the Senior Director of Administration and Chief Executive Officer for review and resolution.