As a relationship manager within an ultra-high-net-worth family office, it was evident to Michael Lawrence that his knowledge base needed to expand beyond basic financial planning. Grasping the advanced concepts of tax, legal, and risk management would be necessary to serve the demographic of clients within his firm better.
For Michael, receiving a scholarship from the Investments & Wealth Foundation was the difference between choosing to pursue the certification and deciding against it. "This was a voluntary certification that I needed to self-fund, and the scholarship was my sign to take the next step."
Since earning the Certified Private Wealth Advisor®, (CPWA®) certification, Michael has found that his certification has helped differentiate him as a financial professional. And it is a tremendous benefit for those seeking to add value to their client base.
"With certain certifications becoming a requirement, there is a natural need for differentiation. I believe the voluntary certifications set you apart by showcasing what you value for your clients and your capabilities to serve them."
