Preferential Pricing for
    Commonwealth Advisors

    Commonwealth has partnered with the Investments & Wealth Institute to provide advisors preferential pricing on the Certified Private Wealth Advisor® certification program. This certification is designed for advisors who seek the most advanced knowledge and techniques to address the needs of high-net-worth clients. Use the discount codes below to receive $500 off the CPWA certification at either Chicago Booth School of Business or Yale School of Management. 

    And Commonwealth Advisors who have finished the June 2023 CPWA private program and are now certificants will receive a $500 discount on Experience 2024 registration! This annual event connects advisors focused on expanding their knowledge, businesses, and network with wealth management's most successful, insightful, and engaging thought leaders. At checkout, use coupon code: CPWA500 

    43

    %

    Higher revenue per CPWA® certified practice

    7

    ,000,000

    Average assets per CPWA® certified practice

    4

    x

    Higher assets than non-CPWA® certified advisors

             

    Become a Certified Private Wealth Advisor®

    The Certified Private Wealth Advisor® (CPWA®) certification is designed for advisors who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of high-net-worth clients. 

    By participating, advisors learn to identify and analyze challenges high-net-worth families and individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. The program takes a holistic, multidisciplinary approach and focuses on the full cycle of wealth: accumulation, preservation, and distribution.

    Typical Time Commitment: 6 months

    Minimum Work Experience: 5 years (financial)

    Accreditation: ANAB

    Adherence to Code of Ethics/Standards: Yes

    APPLY NOW

     

    cpwa_icon

    DISCOUNT CODE FOR CHICAGO BOOTH:
    CWBOOTHCPWA

    DISCOUNT CODE FOR YALE:
    CWYALECPWA

    Use code at checkout at investmentsandwealth.org

     

    CPWA Comprehensive Exam Overview

    iStock-1165976409
    Exam Percentage Topics
    13% Human Dynamics
    Ethics, Behavioral finance, Family Dynamics
    34% Wealth Management Technical Design
    Tax Planning, Portfolio Management, Risk Management, Asset Protection
    23% Legacy Issues
    Charitable Giving and Endowments, Estate Issues, Wealth Transfer
    30% Specialty Client Services
    Planning for Executives, Planning for Closely Held Business Owners, Retirement Management

    Why earn the CPWA® Certification?

    Today’s affluent investors demand more from their financial advisor. These clients have more complex financial needs and are looking for broad knowledge to help them continue to grow their wealth and preserve it. In order to stay relevant and serve these complex needs, advisors need to broaden their base of knowledge for themselves and for their team.

    Specialized Expertise and Skills

    The explosion in global wealth in recent years has resulted in more high-net-worth clients than ever. In addition, the needs of these clients are increasingly complex. CPWA certification gives advisors the specific expertise and skills needed to confidently advise these clients and provide the high level of customer service they expect and demand.

    Expert Instruction

    The CPWA curriculum is taught by preeminent academic and practitioner faculty. All instructors are subject matter experts in their respective fields. This provides a mix of Ivy League-quality education
    and practical application.

    Who Should Earn the CPWA Certification?

    Wealth management advisors, financial planners, private banking and trust, investment consultants, family office advisors, tax advisors, estate planning specialists.

      

    Compare Education Providers

    Provider
    Executive Education Cost $7,295 $7,295
    Cost Includes

    • Application Fee & Background Check

    • Tuition and materials for online education program including online readings, videos and quizzes

    • The fee for one exam attempt is included with the initial CPWA® certification program fee

    • Application Fee & Background Check

    • Tuition and materials for online education program including online readings, videos and quizzes

    • Tuition and materials for in-person executive education program

    • Room and board for in-person executive education program

    • The fee for one exam attempt is included with the initial CPWA® certification program fee
    Format 100% virtual 90% self-study
    10% in-person
    Length Candidates study at their own pace and have access for up to one year 6 months self-study
    4.5 days in-person
    Upcoming Classes Continuous enrollment March 18 - 22, 2024
    June 17-21, 2024
    September 16-20, 2024
    Location Online In-person workshop at the Chicago Booth School of Business, Gleacher Center
    Test Prep Included CPWA® Accelerator Pack
    $595

     

    Did you know?

    CPWA® certification professionals are more satisfied with their careers, earn better compensation, and manage more assets for higher-net-worth clients than other advisors.

    Benefits of CPWA®  


    Commonwealth Advisors who have finished the CPWA private program and are now certificants will receive a $500 discount on Experience 2024!

    About Experience 2024

    Experience 2024 | Las Vegas, NV
    April 7-10, 2024 - Wynn Las Vegas

    Experience 2024 is the year's premier event for wealth advisors and luminaries from across the investment industry.

    Join us as we:

    • Analyze industry challenges and market opportunities
    • Discuss what's next for the wealth planning industry, and what advisors need to do now
    • Deliver the tools and skills needed to better serve sophisticated, affluent clients

    Over 3.5 days starting on April 7th, more than 1,200 industry leaders and advisors - from RIAs to independents and wirehouses - will gather in Las Vegas - a city known for never standing still.

    Attendees earn up to 20 premier CE credits while gaining the strategic vision and practical skills essential to enhancing client satisfaction, differentiating their business,  and delivering better investment outcomes.

    This discount is exclusively for Commonwealth Advisors who have finished the June 2023 CPWA private program and are now certificants.

    Receive a $500 discount at checkout, with the coupon code:

    CPWA500

    Learn More & Register

    About the Investments & Wealth Institute

    Investments & Wealth Institute is a professional association, advanced education provider, and certification board for financial advisors, investment consultants, and wealth managers who embrace excellence and ethics. Through our events, continuing education courses, and acclaimed certifications—Certified Investment Management Analyst® (CIMA®), Certified Private Wealth Advisor® (CPWA®), and Retirement Management Advisor® (RMA®)—we deliver rigorous advanced education that’s also highly practical.

    Whether you are establishing yourself or are an industry veteran, whether your clients are individuals or institutions, we are committed to providing you with the resources you need to be at your best and differentiate yourself from the average advisor.

    ANAB-Symbol-RGB-17024-Personnel-Certification-Body-Transparent-Bkgr

     

    We hold the gold standard of accreditation, the ANSI National Accreditation Board (ANAB) under an international standard for personnel certifiers (ANSI/ISO 17024). 

     

    Contact Details

    Investments & Wealth Institute
    5619 DTC Parkway, Suite 500 Greenwood Village, CO 80111, USA

    Enrollment Counselors

    Gray Bullard
    Telephone: +1 303- 529-3704
    Email: gbullard@i-w.org

    Kari Estes
    Telephone: +1 303-529-3823
    Email: kestes@i-w.org

    About Us

    Certifications

    Diversity, Equity & Inclusion

    Ethics & Standards

    Events

    Investors

      Make a Donation

      Membership

      Newsroom

      Online Education

      Scholarships

      Research & Publications

      Webinars
        SignUp_Button

        Contact_Button

         

        Privacy Policy

        Sitemap

          © 2023 Investments & Wealth Institute