High-net-worth individuals have unique needs that can’t be properly addressed by an advisor with a basic financial planning background, The Certified Private Wealth Advisor {CPWA} certification program is an advanced credential created specifically for wealth managers working with high-net-worth clients.
The {CPWA} program focuses on the life cycle of wealth accumulation, preservation, and distribution, professionals are able to identify and analyze the unique 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.