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Live Webinar

CPWA® Introductory Webinar

Kayla Mathews
Kayla Mathews
Enrollment Counselor
Tyler Cook
Tyler Cook
Enrollment Counselor
Jim Dobbs
Jim Dobbs
Program Director, Yale School of Management

Join Investments & Wealth Institute enrollment counselors, Kayla Mathews and Tyler Cook, for a live webinar on the CPWA® certification, featuring special guest Jim Dobbs with the Yale School of Management. During this 30-minute session, you’ll learn about:

  • The CPWA® curriculum and its unique focus on high-net-worth clients.
  • The certification process and requirements.
  • Flexible education options and partnerships with leading business schools, featuring the Yale School of Management's 100% online, self-paced program.
  • How you can complete the CPWA® certification in just a few months.

You'll also have the opportunity to ask questions and determine whether the CPWA® certification is the right next step for you.

Register Now