Certified Private Wealth Advisor®

Certified Private Wealth Advisor®The Certified Private Wealth Advisor® designation is an advanced credential for wealth managers who advise high-net-worth clients. The CPWA® designation process includes a challenging educational program focused on advanced wealth management topics, including tax, retirement, and estate planning, charitable giving techniques, portfolio management, asset protection, closely held business solutions, executive stock option and deferred compensation strategies, and behavioral finance. Administered by the Investments & Wealth Institute and taught in conjunction with The University of Chicago Booth School of Business.

Why work with a CPWA Professional?

High-net-worth clients have unique needs when it comes to financial planning. A lot of advisors consider themselves wealth managers, but only Certified Private Wealth Advisor® (CPWA®) professionals possess advanced expertise in the wealth management content, strategies, and applied concepts that help serve high-net-worth clients. Learn more about the CPWA® designation and the advantages of working with a Certified Private Wealth Advisor ®.