Certified Private Wealth Advisor (CPWA)
Designation Essentials | |
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Status | Currently offered and recognized by the issuing organization. |
Designation Notes | Formerly known as: Chartered Private Wealth Advisor (CPWA).
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Issuing Organization | Investments & Wealth Institute |
Qualification and Educational Requirements | |
Prerequisites | Candidate must meet all of the following:
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Education Requirements | Candidate must complete the following:
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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 |