CPWA^® Value & Benefits

• Deliver specialized expertise and skills. The explosion in global wealth in recent years means that not only are there more high-net-worth clients but also that the needs of these clients are increasingly sophisticated. 76% of clients say that if they were looking for a new advisor today, the specialized designations they held would be an important or very important factor in their decision.
• Acquire and retain HNW Clients. Competition for wealthy clients is fierce, and clients are very selective in choosing advisors. CPWA^® certification gives you the edge you need to stand out. 64% of CPWA^®-certified advisors state that the certification has been very or extremely important to them in "expanding client services" and "confidence with offering advice to HNW clients."
• Grow firm revenues. 30% of practices with at least one CPWA practitioner realized revenue growth of more than 10% over a five year period compared to only 18% of non-CPWA practices. The mean assets per client of CPWA^® advisors ($7.3M) is 3.9 times higher than non-CPWA^® practices ($1.9M).
• Earn an elite education that is highly practical. The CPWA^® curriculum is taught through an intensive education program with eminent academic and practitioner faculty.

“The ROI on earning your certification comes down to having the confidence and ability you need to walk the walk, and talk the talk with your clients. The letters don’t do that, the knowledge you earned obtaining those letters do. The higher level designations drive results and leads to higher income levels associated with them because you are earning the knowledge, & expertise needed to drive those conversations.”

Learn more from the Q&A session with Michael Kitces and Devin Ekberg during the recent Wealth Advisor Forum.

The Value of Certifications