Why Work With a Certified Private Wealth Advisor® Professional?


The marketplace for advisors and wealth managers, especially in the demanding high-net-worth segment, is getting more competitive every day. The right kind of specialized knowledge—and the skill to put that knowledge to work—is imperative.

Certified Private Wealth Advisor® professionals serve high-net-worth investors and are able to address the sophisticated needs of those clients who have a minimum net worth of $5 million.

The Certified Private Wealth Advisor® consultant takes a holistic and multidisciplinary approach that includes a deep dive into sophisticated wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management, and legacy planning.



Candidates must exhibit five years of relevant experience in financial services before applying.


Applicants must disclose any potential or real violations of Investments & Wealth Institute Code of Professional Responsibility. Candidates must also successfully pass a comprehensive background check.


Before certification, candidates must complete an executive education program with a registered education provider.


All candidates must pass a stringent examination administered at a third-party testing center.


By maintaining the CPWA® certification credentials, certified professionals are demonstrating high standards of professionalism to the public they serve.Certificants must renew their certification every two years. There are three requirements for renewal:

  1. Complete and report a minimum of 40 hours of continuing education (CE) credit, including two ethics hours and one Taxes & Regulations hour.
  2. Pay a certification renewal fee.
  3. Complete the compliance requirement – indicating continued adherence to the Institute’s Code of Professional Responsibility, and Rules and Guidelines for Use of the Marks, as well as disclosing any federal/state regulatory actions or complaints.

INVESTMENTS & WEALTH INSTITUTE® is a registered mark of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute. CIMA®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®, CPWA®, and CERTIFIED PRIVATE WEALTH ADVISOR® are registered certification marks of Investment Management Consultants Association Inc. doing business as Investments & Wealth Institute.