IDEAS
Watch a video about the CPWA® designation! CPWA professionals discuss how earning this advanced credential has helped them address the complex and unique needs of high-net-worth clients.
The Certified Private Wealth Advisor® (CPWA) designation program is an advanced credential created specifically for wealth managers and advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
In keeping with IMCA’s history of working only with prestigious business schools, the CPWA designation is offered in conjunction with The University of Chicago Booth School of Business. To read about the instructors of the CPWA designation program, click here.
As the premier credential in this arena, the CPWA designation program offers a challenging educational program focused on advanced wealth management topics, including: behavioral finance, charitable and estate planning, planning for closely held business owners, planning for executives, portfolio management, retirement planning, risk management, and tax planning. Learn what you need to know in order to better serve your high-net-worth clients. Click here to download a hardcopy brochure of the CPWA program.
Click here to download the CPWA designation program application.
Applications for the May 2012 class are due December 16, 2011. Click here to view all upcoming CPWA programs.
For information regarding CPWA program content, please contact Jim Dobbs via e-mail or at 720.224.1530.
For information regarding CPWA program registration, please contact the Certification Department via e-mail or Tricia Fleming at 303.850.3066.
Questions, comments, complaints, and suggestions regarding IMCA’s educational programs should be directed to IMCA at 303.770.3377 or via e-mail.
Note—IMCA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. The recommended CPE for the CPWA program is 37 credits. For more information on NASBA standards, click here.
The CPWA designation program has also been pre-approved for 28 CE credits from CFP Board. Once an individual has successfully completed the CPWA designation program and earned the designation, IMCA will submit all information regarding CE to CFP Board.
The CPWA designation program has also been pre-approved for 28 CE credits from CFP Board. Once an individual has successfully completed the CPWA designation program and earned the designation, IMCA will submit all information regarding CE to CFP Board.
