First, ensure you meet the prerequisites.
Bachelor’s degree from an accredited college or university
OR
CIMA®, RMA®, CFA®, CFP®, or ChFC® certification or a CPA license
AND
5 years of experience in financial services at the time of certification
CPWA® Certification Requirements
Walk through the CPWA® application process and costs—and step up your wealth management expertise.
Apply NowThe CPWA® Certification Process
Getting started is simple. Your application connects you with both IWI and your selected education provider.
Resources for Applicants
WHO IS CPWA® FORCANDIDATE HANDBOOK
$7,295 │ Yale CPWA® Cost: Application & Education Program
$6,995* │ Chicago Booth CPWA® Cost: Application & Education Program
*CPWA® Accelerator Pack—which includes test-prep materials, test-taking techniques, and unlimited exam retakes—can be purchased within the first 60 days of the start of the Chicago Booth or Investments & Wealth Institute CPWA® Program for $595.
"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®
Have questions about CPWA® certification?
We’re here to help.
The certification exam is a 4-hour, 135-question computer-based examination administered in person at local Pearson VUE testing centers or online through Meazure Learning. Your first exam attempt is included in your initial application and education program fee.
PREP FOR THE CPWA® EXAM$225 │ Exam Retake Fee
Once IWI receives your successful exam results, we’ll send an email with your final steps.
Document at least 5 years of verified work experience in financial services.
Sign your agreement to adhere to IWI’s Code of Professional Responsibility and certification marks usage guidelines.
Pay your certification fee, which includes a 2-year Basic Investments & Wealth Institute membership.
$395 │ Initial Certification Fee
In the dynamic wealth management landscape, continuing education (CE) and professional development are required to stay competitive and relevant.
IWI certificants must complete 40 CE credits every 2 years. IWI makes CE study, reporting, and certification renewal simple and efficient.
Certification Renewal Requirements
Looking for a Custom CPWA® Certification Solution for Your Teams?
Build better, longer relationships with high-net-worth clients—and deliver tangible results—by sponsoring private group classes for your firm’s CPWA® candidates.
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