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CPWA Registered Education Providers & Class Schedule

Registered Education Providers

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 Prep program, a concentrated executive education experience with world-class faculty.

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Class Schedule

Class Type Enrollment Deadline1 Online Education In-person Program2
Chicago Booth December 18, 2020 January 2021-June 2021 June 13-18, 2021
Yale Online Ongoing On Demand N/A
Chicago Booth February 26, 2021 March 2021- September 2021 September 19-23, 2021

1Classes have limited capacity and may fill up before the enrollment deadline.
2Program 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. 

Program Comparison

 

Chicago Booth

The University of Chicago Booth School of Business education program begins with approximately 6 months of self-directed study. Candidates use the CPWA Core Body of Knowledge and a variety of online resources including readings, videos and quizzes to study the concepts, calculations, laws and strategies that can be tested on the CPWA Certification Exam. Candidates then attend an immersive 4.5 day executive education program taught by university faculty and expert practitioners at the University of Chicago Booth School of Business, where considerable focus will be given to applying strategies with clients for direct application in business. 

  • Members: US $6,995

  • Non-Members: US $7,390 (US $6,995 for certification program and US $395 for annual membership)

Yale Online

Yale School of Management offers a CPWA registered education program called: Wealth Management Theory & Practice. Course content is delivered completely online and on-demand. Enrollment is offered on an ongoing basis and candidates receive access to the program for 365 days or until becoming certified (whichever comes first). This program includes a "live" and recorded orientation webinar and best practices review, video overviews and lectures, online readings, and exam-prep material including study guidance and practice questions.

  • Members: US $6,995

  • Non-Members: US $7,390 (US $6,995 for certification program and US $395 for annual membership)

CPWA Intensive Prep

The CPWA Intensive Prep education program begins with approximately 6 months of self-directed study. Candidates use the CPWA Core Body of Knowledge and a variety of online resources including readings, videos and quizzes to study the concepts, calculations, laws and strategies that can be tested on the CPWA Certification Exam. Candidates then attend an intensive 2.5 day in-person executive education program taught by expert practitioners, curated for exam confidence. To be successful in the Intensive Prep program, candidates must strongly commit to mastering the CPWA Core Body of Knowledge prior to attending the in-person program, so they may apply their knowledge to exam preparation during the in-person program. 

  • Members: US $5,995

  • Non-Members: US $6,390 (US $5,995 for certification program and US $395 for annual membership)

Firm-sponsored Classes

The Investments & Wealth Institute will partner with a firm to provide a private class option. Advisors should check with their firm’s education department to inquire about a firm-sponsored class or contact:

CPWA Instructor Biographies