Certification: Certified Private Wealth Analyst (CPWA)
5619 DTC Parkway, Ste. 500 Greenwood Village, CO 80111
Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It's designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® certification program takes a holistic and multidisciplinary approach.
- More than two years of education or training after high school required?
- Yes
- More than two years of work experience required?
- No
- Oral or Written Exam Required?
- Yes
- Renew through Continuing Professional Development(CPD)?
- Yes
Advanced
The certification has an education level of an Associates of Arts or Associates of Sciences degree or higher and has a work experience requirement of more than 2 years, or requires obtaining a ‘core’ level certification from the same organization.
- This certification is accredited by the American National Standards Institute (ANSI).