What is a Certified Private Wealth Advisor®?

A CPWA® an advanced professional certification for advisors who provide the breadth of specialized skills required to meet the needs of high-net-worth clients.

To earn certification, CPWA professionals must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA professionals must meet ongoing continuing education requirements and adhere to the Institute’s Code of Professional Responsibility. Investment & Wealth Institute (Institute) awards CPWA certification.