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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. Also, the Institute offers its own education program, which is not delivered in partnership with a university for a lower-cost option.
 
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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 Candidate Body of Knowledge and a variety of 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 week-long in-person executive education program taught by university faculty and expert practitioners at the University of Chicago Booth School of Business.

  • Members: US $7,495

  • Non-Members: US $7,890 (US $7,495 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)

The Institute

The Institute education program begins with approximately 6 months of self-directed study. Candidates use the CPWA Candidate Body of Knowledge and a variety of 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 week-long in-person executive education program taught by a mix of expert practitioners and academic faculty.

  • Members: US $6,495

  • Non-Members: US $6,890 (US $6,495 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

Class Schedule

Class Type Enrollment Deadline1 Online Education In-class Education Program2
Chicago Booth December 18, 2018 January 2019-June 2019 June 23-28, 2019
Chicago Booth March 1, 2019 March 2019-September 2019 September 15-20, 2019
Yale Online N/A On Demand N/A

1Classes have limited capacity and may fill up before the enrollment deadline
2Subject to change