Wealth Management Theory Practice

A CPWA® certification registered education course (online)

Develop your knowledge and skills, and grow your practice using Yale’s comprehensive and convenient path to CPWA certification.

The Certified Private Wealth Advisor® (CPWA) certification administered by the Investments & Wealth Institute® is the standard for competence in the field of wealth management today. Yale School of Management’s fully online program, Wealth Management Theory & Practice, can help you achieve certification and help you take your practice to the next level.

Wealth Management Theory & Practice walks you through the CPWA curriculum core topics and learning objectives line-by-line. Faculty and practitioners help students better understand the unique challenges facing today’s high-net-worth client, learn how to analyze specific situations, and present appropriate, holistic solutions.

Program participants will consider financial and non-financial applications and strategies while helping HNW clients build, protect, and distribute their wealth. This includes a focus on financial, intellectual, social and human capital.

(Source: CPWA Certification Body of Knowledge )

Topic coverage includes

Wealth Management Theory & Practice is an online course for wealth management professionals pursuing the prestigious CPWA certification.

This program, led by Yale Professor Tobias J. Moskowitz and financial certification specialist and Program Director Jim Dobbs , includes comprehensive coverage of the topics and learning objectives found in the CPWA Core Candidate Body of Knowledge .

This program has been developed to help you better understand the concepts and applications found in the CPWA curriculum; help you better serve high-net-worth clients given the unique challenges they face; and help you prepare for and pass the Yale School of Management course exam and CPWA certification exam.

Topic coverage includes:

Part I: Human Dynamics

Part II: Wealth Management – Technical Design

Part III: Legacy Issues

Part IV: Specialty Client Services

In addition to guidance provided by faculty, the Yale CPWA online program includes materials specifically designed to help candidates prepare for and pass the CPWA certification exam. Candidates learn by leveraging proprietary tools and resources that fit their own, unique learning styles and preferences, including:

Participants are encouraged to study 10-20 hours a week. Most candidates should be able to complete the program and certification requirements within approximately 6 months. The difference in study-time needed between candidates depends on several variables including: existing knowledge of the curriculum, study habits, learnings styles and preferences, test-taking ability, etc.