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About the Wealth Management Accelerator Pathway

What you need to know

Are you an Accelerator? Spend the next 3+ months propelling your career forward with the actionable tools and education you need to become a private wealth expert. This is for the advanced professional, the go-getter, the competitor. We have taken 6 months of premier content and practical instruction and consolidated it into a 3+ month intense, focused timeline to empower you to earn your Certified Private Wealth Advisor® (CPWA®) certification in record time. Do you have the drive it takes to succeed? This program is limited to 50 accelerators so book your spot today! 

Select "CPWA Intensive Live" at checkout

Reserve my spot
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Key Takeaways

What you will gain

We know you want to develop your skills, grow your practice and deliver impressive client outcomes. And, we recognize you are busy and have high priorities. That is why we created this accelerated pathway to help you achieve your professional development goals in a concentrated and condensed time period.

Now is the time to expedite your executive education and conquer your goals in 3+ months with a guided and precise plan.

You will gain the technical expertise to:

  • Accelerate your high-net-worth client outcomes
  • Develop a comprehensive wealth management strategy
  • Select wealth management techniques that are inspired, prudent, tax-efficient, and actionable
  • Learn how to integrate closely held business owners
  • Identify the key roles, responsibilities, and opportunities for family members to manage family assets
  • Learn to effectively partner with your clients’ attorneys, accountants, and business associates to lead the conversation for your clients’ solutions and implementation.
Discover What You'll Learn
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Time Commitment

3+ Months – That's all!

Are you the first to accept a challenge? Then the Wealth Management Accelerator Pathway was created for you. We are looking for those go-getters who want to get on the fast track and accelerate their careers by gaining insights into the specific needs of HNW and UHNW clients.

The process is straightforward. Gear up for 14 intense weeks. Sign on as an "Accelerator" and receive a welcome kit with everything you need. The program is composed of pre-planned modules and videos.

The journey culminates in the CPWA Intensive Live, a 2.5-day, in-person workshop from Dec. 6-8, in Austin, TX with program faculty. 

Want to learn more? Attend our next informational webinar and get a better idea if the Accelerator Pathway is right for you. 

Register for an Upcoming Webinar
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Eligibility

Understanding the enrollment process

We request that "Accelerators" interested in applying for this pathway have 5 years of financial services experience.

See the requirements
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Deadlines

Apply by August 25th

The 3+ month Wealth Management Accelerator Pathway kicks off Sept. 1 and wraps up Dec. 6-8 with an in-person course review in sunny Austin, TX.

Application Deadline: Aug. 25

Select "CPWA Intensive Live" at checkout

Apply Now
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Cost

"Accelerators" pay $5,995 for the 3+ month Wealth Management Accelerator Pathway, which includes the test prep kit, the CPWA Accelerator Pack*, a $495 value.

*The CPWA Accelerator Pack includes practice case study questions, study materials, free test retakes (if needed) and printed materials.

Learn more about the Accelerator Pack
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Faculty

Top Practitioners

The Accelerator Pathway faculty include industry heavy weights from organization such as PIMCO, Kitces.com, Georgia State University and more.

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Scholarships

The Investments & Wealth Institute Certification Scholarship Fund is designed to provide some need-based financial support for applicants and to support the development of a diverse workforce within the financial advisor profession, by ensuring that every advisor has access to advanced education and certification programs.

Advisors eligible for scholarship assistance include:

  • Women
  • Minorities
  • Age 40 or below and who are associated with an independent Registered Investment Advisor (either as employee or independent contractor), and who’s educational or training efforts are not being supported by a firm (little or no firm reimbursement).

You could be eligible for $1,000 to $2,000 off the cost of certification. 

Learn More
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Questions

We are here to help

Call our enrollment counselors, Kari Estes, or Gray Bullard, or email us at enrollment@i-w.org for a consultation and ask about the “Wealth Management Accelerator Pathway.”

Kari Estes, kestes@i-w.org , 303-529-3823
​Gray Bullard, gbullard@i-w.org, 303-529-3704

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Want to learn more about the CPWA® Certification?

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