CPWA Core topics

The following are the high-level core topics. If you are interested in the detailed topic outline, please view the CPWA Core Body of Knowledge.

• Section 1: Ethics
• ​Section 2: Behavioral Finance
• Section 3: Family Dynamics
• Section 4: Tax Planning
• Section 5: Portfolio Management
• Section 6: Risk Management and Asset Protection
• Section 7: Charitable Giving and Endowments
• Section 8: Estate Issues and Wealth Transfer
• Section 9: Planning for Executives
• Section 10: Planning for Closely Held Business Owners
• Section 11: Retirement Management