CPWA® Class Schedules & Education Providers



The Institute is committed to delivering world-class experiences that our members have come to expect and enjoy

That is why we partner with the most recognized and admired educational institutions in the country. From Ivy-league institutions, to top 10-business schools, we purposefully select educational providers that will champion our curriculum and applyCPWA Ed Providers their own unique approaches to delivering the course content in a meaningful way. Our partners offer a variety of formats, giving you the flexibility you deserve. 

In keeping with the Institute’s history of working with prestigious business schools, The CPWA® certification education program is offered in partnership with The University of Chicago Booth School of Business and the Yale School of Management. Investments & Wealth Institute also offers the CPWA® Intensive program, a concentrated executive education experience with world-class faculty.

Class Schedules

Education Provider Enrollment Deadline Self-Study Period Course Dates
In-person (IP), Virtual (V)
Chicago Booth Closed March 2021-September 2021 September 19-23, 2021 (IP)
Chicago Booth September 3, 2021 September 2021-March 2022 March 20-24, 2022 (IP)
Chicago Booth TBD January 2022-June 2022 June 12-16, 2022 (IP)
Chicago Booth TBD March 2022-September 2022 September 18-22, 2022 (IP)
Yale School of Management Continuous Enrollment Ongoing Virtual (V)
*Program dates subject to change and COVID-19 restrictions. If the in-person program cannot be held as a result of COVID-19 restrictions, then the program will be delivered virtually by livestreaming.

Candidates who receive notification from Investments & Wealth Institute about eligibility to enroll in an education program offered by one of the approved Registered Education Providers should contact Investments & Wealth Insitute to enroll in their program.

Information about the education programs can be found on the Registered Education Providers’ websites. All inquiries regarding the education program fees, class schedules, assessments and other policies, should be referred directly to Investments & Wealth Insitute.

Registered Education Provider





Contact Information
Pat Powell, Program Manager:  +1 312-464-8722 
Executive Education:
+1 312-464-8732 

Jim Dobbs, CIMA®, CPWA®, CFP®, Program Director: +1 720-224-1530

CPWA® Intensive Program

phone: +1 303-770-3377

Education Cost





90% self-study
10% in-person

100% self-study

90% self-study
10% in-person


6 months self-study
4.5 days in-person

Candidates study at their own pace and have access for up to one year

6 months self-study
2.5 days in-person


In-person Executive Education at the Gleacher Center, Chicago, IL


In-person Executive Education at conference center/hotel provided by the Institute



CPWA® Core Body of Knowledge

The following are the high-level core topics. If you are interested in the detailed topic outline, please view the CPWA® Core Body of Knowledge.

CPWA Core Body of Knowledge