Certification Preferred Rates for Janney

The Investments & Wealth Institute and Janney have partnered on preferred pricing for CPWA® — the Advanced Certification financial professionals earn to serve high-net-worth clients.

Janney Employees Save on Advanced Certifications

Janney employees get preferred pricing on CPWA from Investments & Wealth Institute. Each certification builds specialized capability for serving high-net-worth clients: CIMA for investment management, CPWA for private wealth management, and RMA for retirement income planning.

Navigate Complex Wealth Dynamics with the CPWA Certification

The CPWA certification is for financial professionals working with affluent and ultra-high-net-worth clients on the issues that come with significant wealth: tax planning, estate structures, executive compensation, concentrated positions, and family governance. Coursework runs through Yale School of Management, Chicago Booth, or online with the Investments & Wealth Institute. Learn More

$300 Discount Codes:

  • CPWA Direct - IWIJMCPWA26

Apply NowEnrollment Schedule

How To Register

1

Log in or create an account

Log in or create an Account→
2

From your account dashboard, click on Apply For Certification

3

Select the certification you want to enroll in and follow the on-screen application steps

4

Enter your discount code during checkout

CPWA
CPWA Direct: $300 Discount - IWIJMCPWA26

For issues with accessing the application, please contact certification@i-w.org.

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