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.