Certified Private Wealth Advisor (CPWA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Investments & Wealth Institute
Qualification and Educational Requirements
Prerequisites Candidate must meet all of the following:
  • Bachelor's degree from an accredited college or university or one of the following designations or licenses:  CIMA, CIMC, CFA, CFP, ChFC or CPA license
  • A satisfactory record of ethical conduct, as determined by IMCA’s Admissions Committee
  • Five years of professional client-centered experience in financial services or a related industry
Education Requirements Candidate must complete the following:
  • Six-month pre-study educational component
  • In-class program at The University of Chicago Booth School of Business, or online program through Yale School of Management. View more information.
Examination Type Final exam for in-class portion (online, proctored)
Continuing Education Requirements 40 hours every two years
Verification, Complaints and Accreditation
Check Designation Status Online Online at Find a Certified Professional
Investor Complaint Process In writing and mailed. See Report a Complaint
Published List of Disciplined Designees Yes at Public Disciplinary Actions
Accredited By None