Investments & Wealth Institute Reinstates Intensive CPWA® Accelerator Program

The Investments & Wealth Institute has reinstated the Accelerate Certified Private Wealth Advisor® (CPWA®) program, providing CPWA candidates with a streamlined and intensive route to earn the prestigious CPWA certification. The Accelerate 2024 program combines asynchronous self-study with synchronous online executive education, offering a flexible yet rigorous learning experience.

To earn the CPWA certification, applicants must pass a comprehensive background check, demonstrate five years of experience in financial services, and complete an executive education program at Yale School of Management, Chicago Booth School of Business, or through the Investments & Wealth Institute. Candidates must also pass a four-hour certification exam. More than 300 hours of study are recommended for CPWA candidates, regardless of the education option chosen.

Enrollment for the Accelerate 2024 CPWA program began on July 16, 2024. Approved candidates will start the program on September 4, 2024, with a live orientation webinar, followed by a self-study curriculum throughout the fall. The program concludes with a week of live online executive education from December 2-5, 2024. Candidates who complete all requirements will be eligible to schedule their CPWA certification exam within 21 days of program completion or continue their preparation into 2025 if needed.

The Accelerate 2024 CPWA program addresses the dynamic needs of advisors serving high-net-worth clients. Key features include extended 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 recordings available on-demand.

Program highlights include:

• Comprehensive Online Self-Study: Available through the Institute’s Academy, the program offers 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, allowing worldwide participation.

• 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. Special pricing options include $5,995 for groups of five and $5,795 for groups of ten.

Mike Kurz, Director of Programs at the Institute, expressed enthusiasm for the program, stating, “This program not only provides a rigorous and comprehensive curriculum but also reflects our commitment to delivering practical, high-quality education that empowers busy, fully committed financial professionals to 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. The pack aids candidates in maximizing their exam readiness and achieving certification with confidence.

The Accelerate 2024 CPWA program is designed to enhance advisors' skills in critical areas of wealth management, including tax planning, portfolio management, risk management, estate planning, and retirement management. By participating in this program, advisors will gain advanced knowledge and practical skills to attract new clients, grow their business, and establish themselves as authorities in wealth management.