Passed my CPWA® Certification exam!

Passed my CPWA® Certification exam!

December 07, 2022
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I'm happy to report after many months of study I've passed my Certified Private Wealth Advisor® exam and am now a CPWA® professional. The Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® certification program takes a holistic and multidisciplinary approach.