2026 CPWA Direct Program for LPL Financial Professionals

Advance Your Expertise with a Flexible Learning Experience

Join an elite group of advisors by enrolling in the 2026 CPWA® Direct Program, a high-impact, flexible learning experience designed to help you earn your Certified Private Wealth Advisor® certification—on your terms, without travel. This convenient format allows you to complete your education through a focused, fully virtual experience while maintaining the same level of academic rigor and quality.

Registration will open May 15, 2026 and will close August 31, 2026!

The program starts in September and concludes with a live-virtual executive education class November 30 - December 3, 2026. Apply now with the promo code IWILPLCPWA26 to receive the preferential rate of $5,995.

Here’s a step-by-step breakdown for the application process:

1

Create or Log in to Your Account and Click "Apply Now" under the CPWA® Certification Section

You’ll need an Investments & Wealth account to apply for the CPWA® certification. Once logged in, navigate to your Dashboard, scroll to the "Add-ons & Features" section, and click "Apply Now" under "CPWA® Certification."
If you don’t have an account, you can create one for free.

Login/Create an Account→
2

Go Through the Application Process

After starting your application, proceed through the work history and disclosures sections to provide the necessary information.

3

Choose the IWI CPWA Direct Class September-December 2026 Program

When selecting your class, choose the IWI CPWA Direct Class September-December 2026 – November 30-December 3, 2026 program.

4

Enter Your LPL Financial Code

During checkout, enter the discount code to receive your discount: IWILPLCPWA26

5

Complete the Checkout Process

Finish the checkout process, and you will be successfully enrolled in the CPWA® certification program.

Still Have Questions?

Schedule a Call→

Speak to an enrollment counselor.

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