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Why Work With a CPWA Professional?

Why Work With a CPWA Professional?


High-net-worth clients have unique needs when it comes to financial planning. A lot of advisors consider themselves wealth managers, but only Certified Private Wealth Advisor® (CPWA®) professionals possess advanced expertise in the wealth management content, strategies, and applied concepts that help better-serve high-net-worth clients.

Did you know?
     80% of investors with $1 million or more of investable assets
     say it’s important or critical that their advisor helps them stay
     current on the latest tax-law changes.1

Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. During the certification process, CPWA candidates gain a specialized skillset geared toward the lifecycle of wealth: accumulation, preservation, and distribution. In order to become certified, CPWA candidates must:

  • Submit an application detailing a minimum of five years of experience in financial services or delivering services to high-net-worth clients.
  • Complete a seven-month pre-study educational component.
  • Attend five days of class at The University of Chicago Booth School of Business.
  • Pass a comprehensive examination.
  • Sign a License Agreement, authorizing the use of the mark—CPWA®.

Once candidates are certified, they must maintain the certification by completing 40 hours of continuing education every two years and adhere to the IMCA Code of Professional Responsibility.

Today’s investors consider it critical that advisors meet a rigorous set of standards to be certified, and that their credentials are issued by a reliable third-party certifier. A CPWA certification demonstrates that your advisor strives for excellence in wealth management and meets the ethical standards investors now demand.  

Not all financial advisors have the same specialized expertise. If you are seeking advice for your complicated financial needs, a CPWA professional can successfully guide you through the process.

Read more about CPWA certification and search InvestmentHelp.org to locate a CPWA professional.

1Findings based on 1,041 responses to If Not Now Research, Inc. survey, 2015