CPWAs understand the challenges of high-net-worth individuals and use their knowledge and training to help them monetize and protect their assets, reduce their tax burden, optimize growth, and transfer wealth.
What is a Certified Private Wealth Advisor (CPWA)?
This type of professional may develop strategies that allow you to grow and protect your assets. They may also educate you on how to reduce taxes and transition your wealth to others.
Those who hope to earn a CPWA designation must fulfill certain requirements set forth by the Investments & Wealth Institute. Here’s a brief overview of what they are.
The Investments & Wealth Institute requires that all CPWA candidates hold a bachelor’s degree from an accredited college or university or one of the following designations or licenses: CIMA, CIMC, CFA, CFP, ChFC, RMA, or CPA license.
Once accepted into the CPWA program, candidates must undergo a rigorous educational program at a top 25 global business school such as the Yale School of Management or Chicago Booth School of Business.
You’ll find a growing number of CPWAs featured on Wealthtender and you can also search the directory of CPWA designation holders on the Investments & Wealth Institute website.
How To Find The Best Certified Private Wealth Advisor For You