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Sample Client Letter – CPWA

[Client Salutation]:

 
Suggested personal statement of reference here, such as: I enjoyed seeing you recently at my office, I hope you have enjoyed our quarterly newsletter, etc., before transitioning into information on CPWA certification brochure.
 
As you may recall, I am a Certified Private Wealth Advisor® (CPWA®) professional. The CPWA certification is an advanced professional education and certification program for advisors who serve high-net-worth clients.
 
Recently, the standards and education organization that oversees my certification changed their name, from the Investment Management Consultants Association® (IMCA®) to the Investments & Wealth Institute®.  They have recently released updated information on the CPWA certification and so I thought now would also be an appropriate time to update you, my valued clients, on what it means to you to have a CPWA® certified financial advisor.
 
I urge you to review this information (Optional attachment or link) CPWA Client One-Pager or CPWA Client Brochure which outlines what the CPWA certification is and what it takes to earn the certification, including the four “E’s”: education, ethics, experience, exam.  What I would like to highlight to you is the Continued Competency aspect of my CPWA certification and my professional practice in general.  Not only do I fulfill forty hours of continuing education credit hours necessary for my CPWA certification, but I also maintain (fill in additional certifications, designations, insurance, and/or securities licenses etc which may require even more education hours).
 
It’s important to me as your advisor that you know the time and commitment that is dedicated to keeping abreast of the latest trends, strategies, and laws so that I can serve you with the most sophisticated wealth management knowledge possible. 
 
I welcome any questions you may have about my professional certifications like CPWA.  If you would like to learn more about the international organization behind the certification, visit the website of the Investments & Wealth Institute www.investmentandwealth.org  or for investor resources, www.investmenthelp.org.
 
Finish with personalized statement, such as “I look forward to seeing you at our next quarterly meeting”