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Certified Private Wealth Advisor® (CPWA®) Certification

  • USD 6,995

  • classroom only
  • United States (Chicago) |
  • Mar, 20th 2022 - Mar, 24th 2022
  • Certificate

High-net-worth individuals have unique needs that can't be properly addressed by an advisor with a basic financial planning background. The Certified Private Wealth Advisor® (CPWA®) certification program is an advanced credential created specifically for wealth managers working with high-net-worth clients.

Developed by the Investments & Wealth Institute, the CPWA® program focuses on the life cycle of wealth accumulation, preservation, and distribution. CPWA® certified professionals are able to identify and analyze the unique challenges high-net-worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

Who Should Attend

Before beginning the CPWA certification process, candidates must demonstrate the following program prerequisites:

  • Bachelor's degree from an accredited college or university or one of the following designations or licenses: CIMA®, CIMC®, CFA®, CFP®, ChFC®, or CPA® license. 
  • Undergo and pass a background check 
  • Five years of experience in financial services or delivering services to high-net-worth clients.

Faculty

MERLE ERICKSON
Professor of Accounting
LUBOS PASTOR
Charles P. McQuaid Professor of Finance
JOHN C. HEATON
Joseph L. Gidwitz Professor of Finance; Deputy Dean for Faculty

*Program faculty is subject to change

Curriculum

Part I: Human Dynamics

  • Section 1: Ethics
  • Section 2: Applied Behavioral Finance
  • Section 3: Family Dynamics

Part II: Wealth Management Strategies

  • Section 4: Tax Strategies and Planning
  • Section 5: Portfolio Management
  • Section 6: Risk Management and Asset Protection

Part III: Client Specialization

  • Section 7: Client Focus—Executives
  • Section 8: Client Focus—Closely Held Business Owners
  • Section 9: Client Focus—Retirement

Part IV: Legacy Planning

  • Section 10: Charitable Group
  • Section 11: Estate Planning and Wealth Transfer

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