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: CPWA® for private wealth management.

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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