What is a CPWA®?
Certified Private Wealth Advisor® (CPWA®) 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® program takes a holistic and multidisciplinary approach.
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.