CPWA® Accelerator Pack

Designed exclusively for candidates of the CPWA® certification program


What's Included?

 

 

1. CPWA Test Preparation and Study Course

The Test Preparation and Study Course is separate from the online, self-study program. The self-study program teaches wealth content and is required for you to obtain the CPWA® certification. The Test Preparation and Study Course in this Accelerator Pack is optional and teaches test-taking skills and techniques for analyzing test questions and previewing answers. These test-taking skills and techniques may help candidates move more quickly and confidently through the certification examination.

Upon registration for the Accelerator Pack, registrants will have immediate access to the online CPWA Test Preperation and Study Course in the Investments & Wealth Institute® Online Learning Center. 
 


 

2. Unlimited Certification Exam Retakes

Candidates can take the certification examination as many times as needed to pass; however, there is a fee per retake attempt. Upon registration for the Accelerator Pack, all retake fees are waived so that cost does not have to add to the pressures of passing. Regularly $225/additional attempt.
 

3. Complimentary Hard Copies of Self-Study Readings

Regardless of which registered education provider you choose, candidates pursuing the CPWA® certification have some degree of self-study to complete as part of the required curriculum. Designed to be conveniently delivered online, we understand that sometimes you just want to unplug while you study. Upon registration for the Accelerator Pack, you will automatically be shipped hard copies of all of the readings available in 4 core topics and 11 sections of the online self-study program. Regularly $100 + shipping.

Note: the hard copy readings are identical to the readings embedded in the online self-study program for candidates working through Chicago Booth or the Investments & Wealth Institute® Intensive Prep. The hard copy readings may be similar or additional resources to candidates working through Yale.

Important: Copies will be shipped to the primary address on file. Shipping can take up to 3.5 weeks. To ensure automatic receipt of the readings, please make sure that the address field of your Investments & Wealth Institute® website profile is filled in and accurate. To do so:
1. Sign in to the website.
2. Click "Dashboard" in the upper right corner.
3. On the right side, there is a box titled My Info. Click the "update contact information" link to add or update your mailing address.

 

REGISTRATION & FEES (USD)

$495

Register Now
 

CPWA class fees on calculator

EXPIRATION

One year from the date purchased

CPWA expiration clock with calendar overlay

ACCESS INSTRUCTIONS

Upon successful registration, learners will receive two emails: one including a transactional receipt and a second including navigation instructions for accessing the CPWA Test Preparation and Study Course. Access instructions are also included below:

  1. Log in to the Investments & Wealth Institute website, and click "Dashboard" in the upper right corner.
  2. From the Dashboard, click the "My Online Learning Center" link in the left navigation.
  3. Once re-directed to the Online Learning Center platform, your content is located under the heading My Courses on the main page. Alternatively, you can find it in the My Learning tab across the top navigation.

Please monitor your inbox and spam folders for these communications or contact the education department at education@i-w.org for assistance.

 

CPWA access instructions logging into a computer

More About the CPWA Test Preparation and Study Course


Intent

The course is intended to instill more test-taking confidence in candidates of the CPWA® certification program, specifically in answering scenario-based questions. It teaches test-taking skills and demonstrates how candidates can create their own study plans and examination study guides.

The complexity of the questions that participants will learn to analyze and dissect is more similar to those candidates will experience on the certification exam, as opposed to the quiz questions in the self-study program.
 

Format

The course is delivered in an online, self-paced format. It features:
  • 60 case studies with 70 related multiple-choice questions
  • 5 branching scenarios with related question/answer sessions and content review
  • 27 flash card/matching/sorting activities
  • 20 downloadable documents for assistance with study preparation
The course is heavily based on self-reflection about existing knowledge, so course participants may choose a linear path through the content or move from one topic to another.
 

Content

  • Module 1: Test-taking skills & how to create study tools
    • How to develop your own examination study guides
    • Methods for analyzing test questions and previewing answers
  • Modules 2-5: Case studies & scenarios (aligned to the CPWA exam's Detailed Content Outline)
    • How to analyze questions to determine if you will need to recall concepts, calculate answers, or recommend solutions to matching client goals
    • How to discern the relevant facts to quickly rule out or identify correct answers
  • Module 6: Summary

Sample Case Study with Analysis



Disclaimer

 

  • This course does NOT include a practice examination. It includes practice on how to methodically dissect questions using case studies and scenarios that align to topics in the CPWA curriculum.

  • The Investments & Wealth Institute® and the CPWA Certification Commission neither endorse nor recommend any specific test preparation program, and makes no claim or assurance on the ability of a student to pass the exam as a result of completing the test preparation product.