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Overview of CPWA Workshops

Join Investments & Wealth Institute and PIMCO for a complimentary Wealth Management Workshop—An Overview of the CPWA Body of Knowledge

This complimentary workshop is for financial advisors and wealth managers who work with or aspire to work with high-net-worth (HNW) clients on the life-cycle of wealth: accumulation, preservation, and distribution. By applying concepts and techniques taught in the Certified Private Wealth Advisor® (CPWA®), attendees will learn to identify and analyze the challenges HNW individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. 

Please note, this workshop is not intended as study prep for the CPWA Certification Exam. 

This one-day workshop will cover the CPWA Body of Knowledge, including:

  • Tax Planning
  • Family Wealth Education
  • Manager Performance Metrics
  • Employee Stock Options
  • Tax-Smart Retirement Planning
  • Behavioral Finance
For questions please contact workshops@i-w.org.
*If you are already a member of the Investments & Wealth Institute or a holder of the CPWA designation, we have set aside a limited number of reservations. Your attendance will be confirmed in the order that it is received and based on availability.
Register here for the Nov. 20 Intro to CPWA webinar.

Adding Value to HNW Clients: An Overview of the CPWA Certification

Are you prepared to serve your high-net-worth (HNW) clients with the sophisticated strategies that they are seeking from their advisor? This live 30-minute webinar explores what HNW clients are looking for and how you can help them with the education you'll receive in the CPWA® certification program. Continuing Education credit (CE) is not available for this overview.
Upcoming Event:
Chicago Event
Tuesday, November 5, 2019
8:30 AM to 4:00 PM

Chicago Booth Gleacher Center
450 N. Cityfront Plaza Drive, Room 100
Chicago, IL

8:30 AM–9:00 AM
  Registration & Breakfast
  9:00 AM–11:45 AM
  Part 1
  • Tax Planning
  • Family Wealth Education
  • Manager Performance Metrics
  11:45 AM-1:00 PM
  Lunch (included)
  1:00 PM-4:00 PM
  Part 2
  • Employee Stock Options
  • Tax-Smart Retirement Planning
  • Behavioral Finance


John Nersesian, CFP®, CIMA®, CPWA®, CIS

Head, Advisor Education
US Global Wealth Management