myCPE
myCPE

20 CE Package for CPWA Professionals (Incl. 2 Hrs of Ethics)

All-in-one package to fast-track your compliance

Last Updated

October, 2024

Credit Summary
  • Ethics
  • Finance
  • Specialized Knowledge
  • Taxes
Total Credits
CPWA
20 Hours 
On Demand
Included with Subscription

Why Professionals Trust Our Compliance Package

  • Saving time and effort for busy professionals.
  • Quick access to essential courses in one package.
  • All certificates in one place for easy submission.
  • Learn at your own pace that suits your busy schedule.
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Overview

CPWA Professionals have the following CE requirements:

  • 40 CE hours every 2 years.
  • 2 hours of ethics.
  • Min. 1 hour on tax or regulatory topics. 
  • 100% of CE can be completed through Self-Study courses.
  • Carry Forward – Max 10 CE if earned within the last six months of the current period.
  • Reporting Cycle – 2 years, ends on the last day of the renewal month. 
  • Courses must be from IWI-approved providers.

Why Choose myCPE's 20 CE Package for CPWA Professionals:

  • myCPE is IWI-approved (Sponsor ID: 222714).
  • Includes 100% CE in self-study webinars.
  • Includes 2 hours of ethics.
  • Includes 6 hours of Taxes, satisfying the min. req.
  • All continuing education content is included in the myCPE Unlimited Access Subscription at no extra charge.

You can visit the CE Requirement Page or the Board Website for detailed requirements.

Note: Our 20 CPE package for CPWA Professionals is 100% compliant with the Investments & Wealth Institute regulations, and we offer a 100% satisfaction guarantee. If you feel the package is non-compliant, please email our support team at (support@my-cpe.com) and let us know how it is, and we will happily refund your full payment.

Courses

Course Title
Eligible Credits
Subject Area
Learning Format
AI and Personal Finance – Best Alternatives for Personal Investment Considerations CPWA (1) Finance On Demand (video)
Advanced RMD Techniques for High Net Worth Individuals CPWA (1) Taxes On Demand (video)
Ethics and Seniors: Understanding the Mature Market CPWA (2) Ethics On Demand (video)
Harmony of Investing CPWA (1) Finance On Demand (video)
IRA Contributions: Traditional IRA and Roth IRA CPWA (1) Taxes On Demand (video)
Mastering Philanthropy: Choosing the Right Giving Vehicle CPWA (1) Specialized Knowledge On Demand (video)
Omnibus Budget Bill 2024: Update for Financial Planners CPWA (1) Finance On Demand (video)
Personal Finance - Are My Investments Protected? CPWA (1) Finance On Demand (video)
Personal Finance – What are structured notes and should I invest? CPWA (1) Finance On Demand (video)
Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a) CPWA (1) Finance On Demand (video)
Strategic Philanthropy Unveiled: Two Recent Complex Cases CPWA (1) Specialized Knowledge On Demand (video)
Tax Aspects of Buying a Home CPWA (2) Taxes On Demand (video)
Tax Aspects of Selling a Home CPWA (2) Taxes On Demand (video)
Ten Common Charitable Giving Mistakes Made by Donors or Their Advisors … and How to Avoid Them CPWA (1) Specialized Knowledge On Demand (video)
The New Investment Paradigm: Enhanced Returns, Reduced Risks CPWA (1) Finance On Demand (video)
Trusts and Estates Administration Strategies to Avoid Future Issues CPWA (1) Finance On Demand (video)
Unlocking the Potential of REITs: An Introduction for Professional Advisors CPWA (1) Finance On Demand (video)

Details

Reporting Period :

2 years, ends on the last day of the renewal month.

CE Requirement :

40 CE hours every 2 years.

Ethics Requirements :

2 hours of ethics.

Carry Over Credits :

Max 10 CE if earned within the last six months of the current period.

NOTES :

Information given by us on CE Requirements / Subject Requirements/ Ethics requirements is based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated requirements of CE requirements, please visit the board website by CLICK HERE.

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Subscription Inclusions Silver Gold
13,000+ Hrs of CPE approved Content
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Largest content library covering all aspects of professional development.
500+ Emerging Subject Areas
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Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
50+ State- Specific Ethics Courses
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Stay compliant with ethics requirements for every state.
50+ State Compliance Packages
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Pre-selected courses for quick compliance, saving time and effort.
100+ Advanced Certification Programs
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AICPA Eligibility Programs (CFF, ABV, PFS)
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Compliance Tracker and Credit Vault
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Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.
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“Their sessions are engaging and insightful simultaneously. That’s why I purchased Unlimited Access on myCPE so that I could view everything I wanted, at my convenience. Includes courses approved by NASBA, IRS, IIA, IMA and also the state specific ethics courses, all combined in one package. Also, I will have separate certificates for my multiple titles. I am very happy with the offerings and wish them all the best.”

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Frequently Asked Questions

Yes, this package meets the 20 CE requirement of Certified Private Wealth Advisors (CPWA).

The Compliance Package includes pre-selected courses required to fulfill your Continuing Education requirements in one convenient bundle - saving time and effort for busy professionals.

Yes, all courses are approved/verifiable for your specific qualifications by regulatory authority and are regularly updated to meet compliance standards.

Absolutely! You can easily monitor your course progress and certificate completion through our Credit Tracker tool.

Yes, all our packages and 13,000+ hours of content are under our subscription, allowing you to complete all required Continuing Education credits without extra charges.

You’ll have access to the Compliance Package courses and can revisit courses anytime until the subscription expires or if you have purchased Package separately, you can access it for 12 months from the date of purchase.

Certainly! Our dedicated customer support team is available to assist you via chat, email, phone, or Zoom on weekdays from 9 AM to 5 PM EST. You can contact us at 646-688-5128 or via email at support@my-cpe.com

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