The Investments & Wealth Institute has announced the reinstatement of the Accelerate Certified Private Wealth Advisor® (CPWA®) program. This program provides CPWA candidates with an intensive, expedited approach to earning the esteemed CPWA certification through a combination of asynchronous self-study and synchronous online executive education, offering a flexible and rigorous learning experience.
To earn the CPWA certification, applicants must pass a comprehensive background check, demonstrate five years of experience in financial services, complete an executive education program at Yale School of Management, Chicago Booth School of Business, or through the Investments & Wealth Institute, and pass a four-hour, comprehensive certification exam. Over 300 hours of study are recommended for CPWA candidates, regardless of the chosen education option.
Enrollment for the Accelerate 2024 CPWA program began on July 16, 2024. The program kicks off with a live orientation webinar on September 4, 2024, followed by a self-study curriculum throughout the fall, and concludes with a week of live online executive education from December 2-5, 2024. Candidates who complete all self-study module quizzes and attend the executive education sessions will be eligible to schedule their CPWA certification exam within 21 days of program completion. For those needing a more flexible timeline, self-study and exam preparation can extend into 2025.
The Accelerate 2024 CPWA program is tailored to meet the dynamic needs of advisors serving high-net-worth clients. The three-month program includes extensive online self-study, virtual flashcards, an updated quiz bank, and multiple exam prep videos. Participants will benefit from over 34 hours of live instructor-led executive education, with recorded sessions available for on-demand review.
Program Highlights:
Comprehensive Online Self-Study: Available through the Institute’s Academy, the program includes knowledge checks and section quizzes to ensure mastery of complex topics.
Executive Education: Intensive live online sessions led by expert CPWA faculty, with recordings available for future reference.
Flexible Scheduling: Candidates can prepare for and schedule their CPWA certification exam at their convenience.
Affordable Tuition: Priced at $6,295 for open enrollment, with various scholarships and group discounts available.
Mike Kurz, Director of Programs at the Institute, expressed enthusiasm for the program, stating it provides a rigorous curriculum and practical, high-quality education to help financial professionals excel in their careers.
To further support candidates, the Institute offers the CPWA Accelerator Pack. Priced at $595, this optional pack includes a CPWA Online Exam Prep Course, unlimited certification exam retakes within one year, and printed copies of all online self-study readings. It focuses on methodical dissection of questions using case studies and scenarios from the CPWA curriculum. Available only to current CPWA program candidates within the first 60 days of program start, the Accelerator Pack aims to maximize exam readiness.
The Accelerate 2024 CPWA program addresses critical areas of wealth management, such as tax planning, portfolio management, risk management, estate planning, and retirement management. By participating in this program, advisors will enhance their skills and knowledge, enabling them to attract new clients, grow their business, and establish themselves as authorities in wealth management.
