Certified Private Wealth Advisor (CPWA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Investment Management Consultants Association
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 componen
  • tFive-day in-class portion of the program at The University of Chicago Graduate School of Business
Examination Type Final exam for in-class portion (online, proctored)
Continuing Education Requirements 40 hours every two years
Verification, Complaints and Accreditation
Check Professional Status Online Online at Find a CPWA Professional
Investor Complaint Process In writing. See Report a Complaint
Published List of Disciplined Designees Yes at Public Disciplinary Actions
Accredited By None