New streamlined program prepares you to take the certification exam with confidence.
The CPWA Intensive Prep program combines online, independent study with a 2.5 day, in-person intensive workshop experience.
This program is delivered by the Investments & Wealth Institute, in conjunction with expert practitioners in the areas of wealth management, estate law, and tax advice.
Watch as Chief Learning Officer Devin Ekberg shares why the CPWA Intensive Prep program was created and what makes it different.
This program is designed to streamline the academic, in-person education experience into a concentrated program of learning AND test preparation. Compared to other CPWA® experiences, the Intensive Prep program instructors present more case studies, more exam-like questions, and more targeted lectures to help candidates take the exam with confidence.
The CPWA Intensive Prep program includes a condensed in-person experience designed to prepare the candidate to take the certification exam. It's best for advisors who come to the 2.5 day workshop ready to learn, committed to completing the independent online study before attending the workshop.
December 8-10, 2020
Hollywood, Florida
CPWA Intensive Prep program includes:
Registration Fees:
Member: $5,995
Join & Learn: $6,390 (includes 1 year membership)
Includes workshop meals and 3 nights of accommodations
APPLY BY JUNE 12
Online Course starts in June
“The CPWA certification program lives up to its billing as a comprehensive study of wealth management. The classroom section for five busy days was informative. The quality of instruction and course topics are relevant and second to none in quality from genuine practitioners. The University of Chicago Booth School of Business augments the program’s core strengths. I met many fascinating entrepreneurs and found the class participation enlightening."
“My confidence in dealing with larger clients is significantly higher than before my CPWA education.”
Partner, Registered Principal, Athena Investment Group, LLC
"I enjoyed the program. I feel I've learned more in the last six months than I have in the last nine years.”
COO/Managing Partner, Capital Investment Management
“The CPWA program is the perfect complement to the CIMA program—the former adding practical wealth management strategies atop the latter’s theoretical and math-laden framework. While the CIMA program breaks down investments and processes iteratively into smaller parts for analysis, the CPWA program assures that the advisor can extract exponential value beyond the mere sum of the parts of a client's wealth. The CPWA program succinctly and effectively provides the toolset necessary to compete in the ultra-high-net-worth space."
Senior Vice President – Investments, UBS Financial Services
