The CPWA® certification is the premier credential for advisors serving high-net-worth and ultra-high-net-worth clients. It covers advanced wealth management topics including tax planning, estate planning, behavioral finance, and asset protection strategies specific to wealthy families.
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Why It Matters
If you have $5M+ in investable assets, the CPWA® signals an advisor who understands the unique planning challenges of significant wealth — multi-generational planning, concentrated stock positions, alternative investments, and complex tax situations.
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Requirements
5 years of experience serving high-net-worth clients
Complete a registered education program at a top business school
Pass the CPWA® certification examination
Adhere to the Investments & Wealth Institute Code of Ethics
Complete 40 hours of continuing education every 2 years
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Frequently Asked Questions
Who should work with a CPWA® advisor?
CPWA® advisors are trained specifically for high-net-worth and ultra-high-net-worth clients. If you have $5M+ in investable assets and complex financial needs, a CPWA® has specialized training for your situation.