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Certified Private Wealth Advisor (CPWA)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Designation Notes

Formerly known as: Chartered Private Wealth Advisor (CPWA).
Issuing Organization Investments & Wealth Institute
Qualification and Training Requirements
Prerequisites

Candidate must have:

  • a bachelor's degree from an accredited college or university or one of the following designations or licenses: CIMA, CIMC, CFA, CFP, ChFC or CPA; and
  • five years of professional client-centered experience in financial services. 
Designation Training Requirements

Executive education program through the Investments & Wealth Institute or a CPWA education provider, The University of Chicago Booth School of Business or Yale School of Management
Designation Exam Type

Online or in-person proctored certification exam
Continuing Education Requirements

40 hours every two years
Verification and Complaints
Online Designation Resource

Online at Investment Help
Investor Complaint Process

Submit grievance form via mail. See File a Complaint
Published List of Disciplined Designees

Online at Public Disciplinary Actions