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Value of CPWA

What is CPWA® Certification?

Certified Private Wealth Advisor® (CPWA®) is an advanced education and certification program for financial planners and financial advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification learn to identify and analyze challenges high-net-worth individuals face, and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

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Adding Value to HNW Clients: An Overview of the CPWA Certification

 

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What are the benefits of CPWA Certification?

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  • Deliver specialized expertise and skills. The explosion in global wealth in recent years means that not only are there more high-net-worth clients but also that the needs of these clients are increasingly sophisticated. 76% of clients say that if they were looking for a new advisor today, the specialized designations they held would be an important or very important factor in their decision.
  • Acquire and retain HNW Clients. Competition for wealthy clients is fierce, and clients are very selective in choosing advisors. CPWA certification gives you the edge you need to stand out. 64% of CPWA-certified advisors state that the certification has been very or extremely important to them in "expanding client services" and "confidence with offering advice to HNW clients."
  • Grow firm revenues. 30% of practices with at least one CPWA practitioner realized revenue growth of more than 10% over a five year period compared to only 18% of non-CPWA practices. The mean assets per client of CPWA advisors ($7.3M) is 3.9 times higher than non-CPWA practices ($1.9M).
  • Earn an elite education that is highly practical. The CPWA curriculum is taught through an intensive education program with eminent academic and practitioner faculty.
Read the research: 

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Source: Aite Value of CPWA Research, 2017; Absolute Engagement, HNW Investor Insights Study, 2017
 

Who should pursue CPWA Certification?

Ideal candidates for CPWA certification include: wealth managers and specialists, financial planners and advisors, investment consultants and advisors, retirement specialists, family-office professionals, trust professionals, tax and estate professionals.