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The Investments & Wealth Institute Brings New Accelerator Program to Advisors Looking to Advance their Practice

Issue date: Monday, June 21, 2021

Contact Information: Devon Coquillard | +1 303 850 3202 | Contact Email: dcoquillard@i-w.org

The Investments & Wealth Institute's new Wealth Management Accelerator Program offers a structured three-month program to complete the advanced Certified Private Wealth Advisor® designation.


Investments & Wealth Institute® is proud to announce a new executive education program for advanced financial advisors looking to accelerate their level of expertise and become a Certified Private Wealth Advisor ® (CPWA®) in about three months.

 The Wealth Management Accelerator Program kicks off on September 1, 2021. This program allows candidates to obtain the CPWA® curriculum through a highly structured cohort that includes scheduled weekly self-study, on-demand presentations, and videos. The program culminates with a 2.5-day in-person intensive December 6-8, 2021, in Austin, Texas.

"This program is for advanced professionals with a specific learning style – those who desire a bootcamp-style experience with high personal accountability. Compared to our more full-service CPWA offerings, the Accelerator experience emphases intense self-study, cohort engagement, and a curated content approach, " said Devin Ekberg, CFA®, CIMA,® CPWA®, Chief Learning Officer and Managing Director of Professional Development, Investments & Wealth Institute.

Program benefits include:
  • Structured format allowing for online, on-demand learning over three months.
  • Delivery through a thoughtful structure of adult learning strategies, such as lectures, interactive case studies, and in-person review.
  • World-class faculty and expert practitioners in the area of wealth management who have experience providing thorough and rigorous education and test preparation for the CPWA® certification.
  • Case study integration, more exam-like questions, and more targeted lectures to help candidates take the exam with confidence.
  • The CPWA Accelerator Pack test prep kit (a $495 value).
  • Earn the Certified Private Wealth Advisor® designation by the end of 2021.
 The program comprises 13 weeks of pre-planned, 1-hour modules, accompanied by on-demand presentations and videos. After completing the online, on-demand independent study, candidates will attend the two and half-day CPWA® in-person intensive workshop, which emphasizes practice exams, case studies, and targeted lectures to prepare candidates for passing the CPWA® certification exam.

The program cost is $5,995 and includes the test prep kit, the CPWA Accelerator Pack, a $495 value. The pack provides practice case study questions, study materials, free test retakes (if needed) and printed materials.
Advisors interested can learn more by attending an informational webinar Friday, June 25, 2021, 10:00 - 10:30 am ET; Monday, July 12, 2021, 12:30 - 1 pm ET; or Monday, August 16, 2021, 1:30 - 2 pm ET. For more information on the webinars, or to register, visit: https://content.investmentsandwealth.org/2021-workshops-and-webinars

To learn more about the CPWA® Accelerator Program, visit https://content.investmentsandwealth.org/wm_accelerator_program

Founded in 1985, the Investments & Wealth Institute is the premier professional association, education provider, and standards body for financial advisors. Through its award-winning events, publications, courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—the Institute delivers Ivy league-quality, highly-practical education to more than 30,000 practitioners annually in over 40 countries.  Members of the Institute include the industry's most successful investment consultants, advanced financial planners, and private wealth managers who embrace excellence and ethics in applying a broad set of knowledge and skills in their daily work with clients.


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