The Certified Private Wealth Advisor (CPWA) Certification is an advanced credential created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: Accumulation, preservation, and distribution.
Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
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. The program begins with an approximately six-month long pre-study program and concludes with a four-day session. Program faculty include both University of Chicago Booth School of Business professors and experienced practitioners—wealth managers, retirement planning specialists, investment managers, tax experts and estate-planning and asset-protection attorneys. Designed for wealth managers who advise high-net-worth clients, this program is open to those who have submitted an application detailing five years of relevant experience, and have completed the pre-study educational component.
Part I: Human Dynamics
Part II: Wealth Management—Technical Design
Part III: Legacy Issues
Part IV: Specialty Client Services
Before beginning the CPWA certification process, candidates must demonstrate the following program prerequisites:
"I am a 25-year veteran of the financial services business with most of that time on the wealth management side and almost all of it at Northern Trust here in Chicago. Currently I am a managing director for one of our Wealth Advisory teams. One of the things that you realize in this business is that it is constantly changing—investment opportunities, tax and estate planning strategies, regulations, etc. If you are not committed to continuous learning, you are in effect falling behind. There has been a proliferation of certifications and accreditations in this business. What attracted me to the Certified Private Wealth Advisor program is that it is targeted to the advisor who works with the ultra-high-net-worth client. The other attractive aspect of the CPWA program is the partnership between IMCA [now the Investments & Wealth Institute] and The University of Chicago Booth School of Business. Both organizations bring a high level of intellectual capital to the table. I began applying the knowledge gained in this program immediately—while I was still going through the program."
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