Chools - Dalilna | Certified Private Wealth Advisor (CPWA)

About Course

A Certified Private Wealth Advisor (CPWA) course is a professional certification program for wealth managers who work with high-net-worth clients. The course covers topics such as investments, tax planning, estate planning, financial planning, and practice management. The CPWA certification is designed to help wealth advisors deliver advanced knowledge, tools, and skills to meet the complex needs of affluent families. This course covers all topics that prepares you for the CPWA exam/certification .

Eligibilities

To be eligible for the CPWA course, you must meet the following requirements: You must have at least three years of professional work experience in the area of portfolio management, financial analysis, or investment in general. You must have no record of ethical misconduct, as determined by the Investments and Wealth Institute Admissions Committee. You must complete an executive education course You must pass a closed book, proctored final certification exam, online or in person.