Certified Private Wealth Advisor® (CPWA®)
Certified Private Wealth Advisor® (CPWA®) 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® program takes a holistic and multidisciplinary approach.
Skills / Knowledge
- Human Dynamics
- Applied Behavioral Finance
- Family Dynamics
- Client Specialization
- Client Focus
- Wealth Management Strategies
- Tax Strategies and Planning
- Portfolio Management
- Risk Management
- Asset Management
- Legacy Planning
- Charitable Giving
- Estate Planning and Wealth Transfer
- Planning for Executives
- Planning for Closely Held Business Owners
- Retirement Management