CPWA®  Certification Curriculum Overview


The skills needed to compete in today’s business climate is changing

IWI Capabilities Matrix
The Institute provides the tools and resources you need to build & retain your business. After careful research and input from industry leaders, we formulated an educational framework.

This framework, called the Investments & Wealth Management Capabilities Matrix is our guiding light, our North star, and we are happy to bring it to life through our executive educational programs so that you can succeed within today’s wealth management landscape.

Outline of Course Content

The Investments & Wealth Management Capabilities Matrix


IWI Capabilities Matrix

The right combination of theoretical knowledge and practical skills, matter

The CPWA® certification is uniquely designed to provide a useful and relevant balance of human dynamics and wealth management knowledge. It goes well beyond the fundamentals, with deep dives into legacy issues and specialty client services. The CPWA® certification program provides a systematic process advisors and consultants can use to put their clients’ strategies into action

What you will learn in the CPWA®  certification program:


CPWA Core Body of Knowledge

The CPWA® certification Core of Body of Knowledge includes four knowledge domains, covering 11 knowledge sections derived from a job task analysis.

This process allows us to continuously refresh the content based on feedback from experts in the industry  to ensure you obtain the knowledge and skills needed to become an advanced financial advisory and wealth management consulting professionals.

Ensuring you have the right skills is why we exist

Our rigorous curriculum was developed to ensure you have the extensive knowledge you need to drive your career and business moving forward.  

What you will be tested on:



Exam Percentage Domains Sections
13% Human Dynamics Ethics, Behavioral Finance, Family Dynamics,
34% Wealth Management-Technical Design Tax Planning, Portfolio Management, Risk Management and Asset Protection
23% Legacy Issues Charitable Giving and Endowments, Estate Issues and Wealth Transfer
30% Specialty Client Services Planning for Executives, Planning for Closely Held Business Owners, Retirement Management

Taking your business to the next level requires a different knowledge base then what has helped you get where you are today

Get the strategies you need from our Top-10 business schools and Ivy-League partners.

Elite Instruction:

While completing your coursework for the CPWA® certification, you’ll study with some of the world’s foremost professors and thought leaders. Choose the partner and learning style right for you.


Yale School of Management

Chicago Booth School of Business