CPWA Certification: Serving High-Net-Worth Advisors and Their Clients

Submit the certification application and meet the prerequisites, which are:

• A bachelor’s degree from an accredited college or university, or one of the following certifications or licenses: CIMA^®, RMA^®, CFA^®, CFP^®, ChFC^® or a CPA license.

• Five years of experience in financial services or delivering services to high-net-worth clients.

• Successfully complete a comprehensive background check.

And select a registered education program:

Candidates complete the CPWA education requirement through a registered education program.

Depending on the registered education program you select, CPWA coursework can be completed through a combination of online and in-person executive education, or completely online.

Time Commitment:
To successfully prepare to sit for the Certification Examination, the recommended study time is 10-15 hours per week for approximately 6 months. Successful candidates report studying a total of 100-250 hours to prepare for the exam.

Upcoming Classes

¹Classes have limited capacity and may fill up before the enrollment deadline.
²Subject to change.

Candidates complete the CPWA Certification Exam, a 4 hour-long, computer-based examination administered at local Pearson VUE testing centers.

The exam is comprised of 135 multiple-choice questions.

Completion of the education program is a requirement for CPWA certification. The content presented during the program is designed to be educational, and should not be solely relied upon for test preparation. Instructors do not have specific knowledge of exam questions.