CPWA® Certification Marketing Resources

Now that you have achieved your Certified Private Wealth Advisor® certification, take advantage of IWI’s tools—from announcements to website copy to brochures—to help high-net-worth clients understand the superior value your skills and knowledge will deliver.

CPWA® Certificants Are Exceptional Advisors

Your CPWA® certification is the premier designation for advisors who are focused on helping high-net-worth clients preserve and protect their assets and legacies.

The Exceptional Advisor program from Investments & Wealth Institute helps you to communicate the body of knowledge and sophisticated skills you’ve acquired—and build trust in your capabilities.

Explore the Exceptional Advisor Toolkit→

Enhance Communications: Resources for Exceptional Advisors

Act Ethically

Discover materials that you can use to educate your clients about topics they truly care about.

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Demonstrate Advanced Knowledge

Go beyond basic expectations to communicate a distinct advantage to your clients.

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Provide Meaningful Guidance

Discover materials that you can use to educate your clients about topics they truly care about.

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Understand What Clients Need

Dive into authoritative research on client attitudes, challenges, and expectations.

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Stay in Tune with High-Net-Worth Client Needs

Applied Behavioral Finance

In the investing world, not acting on emotion is paramount. Overconfident investors overestimate their capabilities, eternal optimists underestimate risk, and investors with familiarity bias consistently trade in the securities with which they are familiar - often to the detriment of returns. Applied Behavioral Finance gives advisors the tools to understand and properly navigate their clients' roller coaster of emotions and unspoken biases toward investing, as well as their own.


15 CE HOURS

Private Wealth Essentials

This program focuses on the specific needs of high-net-worth (HNW) clients and covers five core areas: Tax Strategies and Planning, Portfolio Management, Asset Protection and Risk Management, Charitable Giving, and Estate Planning. Each of these areas is examined in conjunction with the needs of HNW clients fitting three different profiles: the executive, the closely held business owner and the retirement client.

15 CE Hours

private wealth essentials financial advisor course

Using BeFi to Build Trust and Manage Investor Behavior

To build high-trust client relationships, the demonstration of one’s technical skills is nowhere near enough. This is because the demonstrated ability of the advisor is about the past. Yet, the decision to trust is primarily about the future – what the advisor will do next. The objective of this program is to equip advisors with the behavioral knowledge to be able to elicit positive responses, build trust, and manage investor behavior with confidence.

5 CE Hours

Using BeFi to Build Trust and Manage Investor Behavior financial advisor course

Help Clients Find You—Where They Are

Maintain your profile on Investmenthelp.org

Improve your visibility to clients searching for Exceptional Advisors like you through our online consumer search tool.

Create or Update Your Profile→

Get your digital badge

IWI partners with Accredible to provide a one-click solution to add your credentials to your email signature and social profiles.

Get Your Digital Credentials→

Leverage your certification marks

Learn how to properly display your licensed certification marks in business communications, marketing materials, websites, and more.

Download the Marks Usage Guide→

Market Your CPWA® Certification with These Resources

Proudly share your Certified Private Wealth Advisor mark in your signature and social profiles, apply the logo on your website, send an announcement out to your clients, or share a presentation or brochure.

Start Here: The Guidebook

Turn to this collection of editable marketing resources—including letters, website copy, a flyer, a brochure, and more—to promote your CPWA® credentials.

Download

CPWA® Flyer

Professionally designed, at-a-glance explanation of the requirements you’ve met for CPWA® certification.

Download

Client Brochure

FINRA-approved marketing brochure to educate clients about the value of working with a CPWA® professional.

Download

Order Brochures

Complete and submit this form to receive printed copies of the client brochure.

Download

Presentation Deck

Microsoft PowerPoint slides to help you walk a client through what CPWA® certification entails.

Download

SEC Supplemental Support Language - ADV

SEC-compliant language to describe your CPWA® certification .

Download

Elite members get exceptional benefits on CE

Simplify your access to continuing education and professional development with complimentary or reduced-cost CE-approved courses, conferences and events, and more.

join/renew/upgrade membership→

Continuing Education: Keep Your Knowledge and Skills Fresh

Conferences and Events

Explore premier learning and networking experiences.

See What's Coming→

Team Development

Ask about group classes and customized learning for your firm.

Talk to Us→

Webinars

Stay competitive by tapping into timely topics that matter to your clients.

See All Webinars→

Need Help?

Visit our FAQs or reach out to your support teams.

FAQ

Browse common questions from your CPWA®-certified peers.

Certification FAQ→Membership FAQ→

Membership Support

Contact our dedicated membership team.

+1-303-770-3377

membership@i-w.org

Certification Support

Certification and marketing insights from IWI experts.

+1-303-770-3377

recertification@i-w.org