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We are delighted to offer CFP® professionals an eBook on the benefits of addressing the HNW market and the process of earning the advanced CPWA® certification that gets you there.
If you are an experienced CFP® professional who hopes to capture high-net-worth (HNW) clients – people with $5+ million net worth – you know the competition gets tougher, and you may wonder why these prized clients all-too-often gravitate to a select few of your peers. The answer and the path are now laid out in our new ebook, “How CFP® Professionals Can Enhance Their Expertise & Serve Wealthier Clients.”
This new Institute eBook is a strategic guide for accredited professionals — to help strengthen your skill-sets and successfully compete in the HNW client market by applying for acceptance into the advanced Certified Private Wealth Advisor® (CPWA®) program. It explains how acquiring skills and aptitudes in key areas cultivates a competitive advantage that can become your calling card.
If you believe it’s time for you to stand out, lean in, and lead forward, download our new eBook to see how the CPWA® certification, along with the Investments & Wealth Institute’s membership and continuing education programs, can provide the advanced knowledge, elite credentials, and networking opportunities you need to rise above your competition.
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