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Certified Private Wealth Advisor® and/or
Certified Private Wealth Analyst℠

CPWA® Certification Program

Serving High-Net-Worth Advisors and Their Clients

0%

Higher revenue per CPWA® practice

$0M

Average assets per CPWA® practice

0X

Higher assets than non-CPWA® advisors

1

Opportunity to Stand Out!

Essential Business Skills Worth Investing In

In today’s rapidly changing economy, there is a growing need for professionals with the knowledge and skills to contribute to key business discussions and drive strategic decision-making. The CPWA® certification was designed to convert natural born leaders into natural born game changers.
 

Invest in Yourself

We partner with Ivy League and Top 10 Business Schools in the world and designed a curriculum that is where intellectual rigor, engaging teaching, and cutting-edge research meet. Where intense discussions and debates take place and where our executive participants have transformational experiences that turn them into more empowered, impactful leaders. Whether you prefer an online or an on-campus learning environment, we have a place for you. Aren’t you ready to get started?

What is a CPWA® certification?

Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® certification program takes a holistic and multidisciplinary approach. 
 

Why CPWA® certification?

The CPWA® Certification is designed to help financial leaders make a significant impact in their field. By attending, you will deepen your understanding of the wealth lifecycle – accumulation, preservation and distribution. You will be able to identify and analyze the unique challenges high-net-worth individuals face and be able to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

Learn how the CPWA® certification has increased certificants’ knowledge and skills as they work with high-net-worth clients and compare how the CPWA® certification stacks up against other well-respected industry designations.
 


Want to learn how you can obtain the strategies, insights, and expertise to elevate your career to a higher level? Schedule a call with an enrollment counselor today!
 

Explore What it Takes to Become a Private Wealth Management Expert

Who is it for?

What is covered?

What is the cost?

What is the Education requirement?

What are the exam details?

How can I learn more?

How long does it take?

What is the experience requirement?

Frequently Asked Questions

What are the renewal requirements

What does ANSI accreditation mean?

Ready to get started?

 

Apply for CPWA® certification now or if you have additional questions, request more information.

What People Are Saying

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“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 relationship with high-net-worth and other sophisticated investors.”

Kevin Sánchez, CIMA®, CPWA®, CFP®
UBS Institutional Consulting

ANSI National Accreditation Board (ANAB)
We hold the gold standard of accreditation, the ANSI National Accreditation Board (ANAB) under an international standard for personnel certifiers (ANSI/ISO 17024).