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CPWA Core topics

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.

  • Section 1: Ethics
  • ​Section 2: Behavioral Finance
  • Section 3: Family Dynamics
  • Section 4: Tax Planning
  • Section 5: Portfolio Management
  • Section 6: Risk Management and Asset Protection
  • Section 7: Charitable Giving and Endowments
  • Section 8: Estate Issues and Wealth Transfer
  • Section 9: Planning for Executives
  • Section 10: Planning for Closely Held Business Owners
  • Section 11: Retirement Management