CPWA®Certified Private Wealth Advisor

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CPWA®Certified Private Wealth Advisor

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Paladin Peer Group Rating
  • Credentials (Letters): CPWA
  • Credentials (Full Name): Certified Private Wealth Advisor
  • Type of Knowledge: Life cycle of wealth
  • Sponsor for Credential: Investments and Wealth Institute
  • Sponsor/Credential Website: https://investmentsandwealth.org
Program Information
  • Prerequisites: Combination of education, industry credentials and experience.
  • Curriculum: 6 month pre-study program & 5 day class at University of Chicago Booth School of Business
  • Type of Study: Self study & classroom
  • Estimated Completion Time: 6+ months
  • Examination Requirements: Proctored
  • Continuing Education Requirements: 40 hours every 2 years
Investor Functions
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