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CPWA® Certification
The Advanced Certification for Serving High-Net-Worth Clients
The Certified Private Wealth Advisor® (CPWA® ) professional certification is designed specifically for seasoned advisors and wealth managers who work with or would like to work with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
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What Can CPWA® Do for You?
The CPWA® program delivers a comprehensive education on advanced wealth management strategies, giving you the tools you need to deliver exceptional value to your HNW and UHNW client relationships. The CPWA® certification program was accredited by ANAB (ANSI National Accreditation Board) in 2022, affirming that the CPWA® certification consistently distinguishes those who meet a global standard of competency and skills in private wealth management from those who do not.
Learn how the CPWA® certification can help you address the complex financial needs of affluent clients while also building your book of business. The curriculum delivers specialized, advanced knowledge that combines:
A holistic, multidisciplinary approach to the interconnected challenges and opportunities that significant wealth brings.
Deep dives into critical areas of wealth planning and preservation, including sophisticated tax management and wealth transfer tools, as well as legacy planning and family dynamics.
With the CPWA® designation, you can deliver the advanced knowledge, tools and skills needed to meet - and exceed - the complex needs of HNW and UHNW families.
CPWA Certification Process & Costs
Completing CPWA® requirements is a commitment.
But you’re worth it.
When you join the community of CPWA® -certified professionals, you’re in the company of elite wealth advisors from around the globe dedicated to creating exceptional outcomes for their clients.
Ready for the challenge?
Get CPWA® Process & Cost DetailsApply and select an education provider
Complete executive education program
Pass the CPWA® certification exam
Complete your certification
Premier Education Providers to Guide Your CPWA® Program
Investments & Wealth Institute partners with Ivy League-quality educational providers to bring intellectual rigor, engaging teaching, and cutting-edge research to our standards-based, ANAB-accredited CPWA® curriculum.
Yale School of Management
Learn from leading faculty and industry experts and leverage comprehensive study materials and exam-prep tools in Yale’s fully online program Wealth Management Theory & Practice.
University of Chicago Booth School of Business
Delivered by distinguished faculty and experienced industry professionals, Chicago Booth’s hybrid CPWA® certification program begins with online study of the course content and concludes with a 5-day in-person session.
View CPWA® Education Provider Details
"The CPWA® certification is a valuable next step for CFP® advisors who want to grow the knowledge base and skill set they need to build and maintain relationships with high-net-worth and other sophisticated investors."
Kevin Sánchez, CIMA®, CPWA®, CFP®
Senior Vice President, Morgan Stanley
Resources to Support Your CPWA® Certification Journey
BROCHURE
Make your case to peers and employers.
CANDIDATE HANDBOOKAll-in-one reference to the CPWA® certification program.
CPWA® CURRICULUM & EXAM OVERVIEWAt-a-glance coursework outline and what to expect at exam time.
SCHOLARSHIPSLearn about financial assistance for CPWA® candidates from underrepresented communities.
"The CPWA® certification is worth its weight in gold. It’s definitely been the best program that I have ever gone through from a continuing education and expertise standpoint. After completing the course, I saw immediate benefits from the program."
Erik Averill
CPWA®, CFP®, CKA®
Why offer CPWA® Certifications to Your Teams?
The ROI your firm gets from advanced, experienced, and specialized wealth management professionals comes from their expanded capability to drive in-depth conversations—and deliver tangible results.
Ready to take the next step?