Earn the Certified Private Wealth Advisor® (CPWA®) Certification in 2023
If you want to set yourself apart in 2023 with a certification that distinguishes you to your clients and firm, the CPWA® certification can be the leverage you need.
Focused on the unique needs of high-net-worth and ultra-high-net-worth clients, the certification teaches you the repeatable and actionable strategies you need to proactively help your clients—from closely held business owners to wealth transfer issues to charitable giving policies.
Get started with the Yale School of Management at any time or apply with The University of Chicago Booth School of Business by February 22.
Register for an Overview of the CPWA® Certification
Webinar
March 22 @ 1:00 p.m. ET
Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, as they show you how the Certified Private Wealth Advisor® certification can prepare you to better serve your high-net-worth clients.
ACE Academy is the Investment & Wealth Institute's flagship annual conference and the largest association-based event in the industry. The gathering place for the world's top advisors. Join 1,200+ prestigious professionals, as they assemble over 3.5 days while earning up to 15–20 premier CE hours.
The Investor–Advisor Disconnect: 2022 Advisor and Investor Research
From Investments & Wealth Research
Toews Asset Management’s Behavioral Investing Institute in conjunction with the Investments & Wealth Institute conducted a survey by Absolute Engagement to better examine investor preparedness for adversity in the face of the triple threat of war, high inflation and falling asset prices.
How Advisors Can Market Like the Greatest Brands in the World w/Robert Sofia Exceptional Advisor Podcast
Robert Sofia, CEO of Snappy Kraken and author of "Blend Out: From Ordinary to Irresistible: How Advisors Can Market Like the Greatest Brands in the World" describes how advisors can make themselves impossible to ignore with bold, unique and memorable marketing.
Support scholarship assistance for CIMA®, CPWA® and RMA® certificants
The Investments & Wealth Foundation's mission is to accelerate career advancement of target professionals who are currently underrepresented in the profession, thereby fostering sustainable diversity within the financial advisor profession. Help us create a more diverse workforce within the financial advisor profession by making a gift to support scholarship assistance for CIMA®, CPWA® and RMA® certificants.
Upgrade and Save on Your Registration to ACE Academy, San Diego!
Signature and Elite Institute members automatically save 25% (Signature) or 40% (Elite)
Attention Signature and Elite Institute members! Discounts on all premier, audit-proof Institute CE are just one of the many benefits of your membership with the Institute.
Interested in saving on your registration for ACE Academy, San Diego? Click here to learn more about Signature and Elite membership, including how to upgrade.
Investments & Wealth Institute® is a professional association, advanced education provider and certification board for financial advisors, investment consultants, financial planners and wealth managers who continuously strive for excellence and hold themselves to the highest ethical standards.
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