About Course

  • A Certified Private Wealth Advisor (CPWA) course is a professional certification program for wealth managers who work with high-net-worth clients. This 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

--- Finance and Banking ---

Certified Private Wealth Advisor (CPWA)

Total Days
26 Days
+
Total Hours
170 Hours
Training Mode
Price


Your Achievement, Recognized

Successfully complete the Certified Private Wealth Advisor (CPWA) Program and showcase your professional achievement with our certificate.

Certified Private Wealth Advisor (CPWA) Certificate
Certificate awarded upon successful completion of the program

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Online BootcampPreferred
  • Flexi Pass Enabled: Flexibility to reschedule your cohort within first 90 days of access.
  • Live, online classroom training by top instructors and practitioners.
  • One year access to high-quality self-paced eLearning content curated by industry experts.
Classroom TrainingPreferred
  • Customized Training Solutions: Tailor classroom sessions to your team's needs, with options for instructor-led or blended learning formats.
  • One year access to high-quality self-paced eLearning content curated by industry experts.
  • Interactive Learning Environment: Engage with a simple, interactive setup that encourages active participation and hands-on learning.
Corporate Training
  • Customize the learning model according to your team's needs. Get digital material, instructor-led classes or both.
  • Get flexible pricing options according to your company's needs.
  • Simple and interactive Learning Management System (LMS).
  • Enterprise dashboard for individual learners or teams.
  • Learner support and assistance available 24/7.
  • One year access to high-quality self-paced eLearning content curated by industry experts.


Documents