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

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
How to stay ahead of the tax law changes impacting investors today 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


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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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