Increase your competitive edge with our online education. The Investments & Wealth Institute has a variety of options suited to your learning style, CE needs and more. Below, find short, 1-hour recordings; live, 4-hour virtual events; and in-depth, online courses for up to 25 CE hours. Consider taking your education and credentials to the next level by enrolling in the Certified Private Wealth Advisor Advisor® (CPWA®) certification program.

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CE Hours



HNW Tax Strategies On-Demand 4 On-Demand
Member: $249
Join & Learn: $449
4 On-Demand
Member: $249
Join & Learn: $449
Focus on Investment Portfolios for HNW Clients 4 Virtual event
Nov. 10, 2020
11 a.m.– 3:30 p.m.
Member: $195
Join & Learn: $445
Private Wealth Essentials Course 14.5* Course Member: $795
Join & Learn: $995

Retirement Management Advisor Course

25 Self-Pace Course Member: $1,395
Join & Learn: $1,595

Retirement Management Advisor Course - Path to Certification

25 Self-Pace Course Member: $2.495
Join & Learn: $2,695

Certified Private Wealth Advisor (CPWA)

40* Certification Costs vary depending upon provider
Philanthropic Advising for the High-Net-Worth Client NA Podcast Free
Estate Planning and Charitable Giving With Martin Shenkman NA Podcast Free
Advanced Roth Conversion Strategies w/Michael Kitces NA Podcast Free
QBI Reduction, Small Business Owners, and the 199A Tax Act w/Jeffrey Levine NA Podcast Free
Weathering the Storm w/Noel Pacarro  NA Podcast Free
Being Agile in 2020 w/Andrew Altfest NA Podcast Free
Thriving Through the New Landscape w/Kevin M. Sánchez NA Podcast Free
How to stay ahead of the tax law changes impacting investors today NA Blog Free
Do not continue to let behavioral biases impact portfolio construction NA Blog Free


* Includes CFP CE  **Join & Learn includes 1-year membership

On-demand recording:
1–4 CE hours, quick and convenient

Self-paced course:
Up to 25 CE hours, interactive with quizzes

Virtual event:
1–4 CE hours, real-time with expert Q&A


More Resources

Partner White Papers:

Planning tips for individuals dealing with the Coronavirus

Thinking about an CPWA® certification?

Certified Private Wealth Advisor® (CPWA®) is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA program takes a holistic and multidisciplinary approach.

Learn More

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Contact Devon Coquillard

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