CPWA®Certified Private Wealth Advisor
- 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
- Advisor Look-Up: https://secure.imca.org/eweb/DynamicPage.aspx?site=IMCA&webcode=imcafindcpwa
- Investor Education: None
- Telephone: 303-770-3377
- Email: Via website
- Additional Comments: Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.