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

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 CE in Ethics.
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.

Course Title	Eligible Credits	Subject Area	Learning Format
15 Reasons People Give and How to Customize Your Engagement with Them	CPWA (1)	Specialized Knowledge	On Demand (video)
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)
Charitable Giving and Donor-Advised Funds	CPWA (1.5)	Specialized Knowledge	On Demand (video)
Ethics and Seniors: Understanding the Mature Market	CPWA (2)	Behavioral Ethics	On Demand (video)
Family Philanthropy	CPWA (1)	Specialized Knowledge	On Demand (video)
Generative Artificial Intelligence: Threats, Responses & Governance	CPWA (2.5)	Information Technology	On Demand (video)
Integrating Long-Term Care in your Retirement Planning	CPWA (1)	Finance	On Demand (video)
Mastering Philanthropy: Choosing the Right Giving Vehicle	CPWA (1)	Specialized Knowledge	On Demand (video)
Secure Your Legacy: Estate Planning Strategies for Financial Advisors	CPWA (1)	Finance	On Demand (video)
Stocks Unplugged: Mastering Sentiment, Seasonality, and Strategies	CPWA (1)	Finance	On Demand (video)
Stocks Unplugged: Navigating the Market Maze with Charting Magic	CPWA (1)	Finance	On Demand (video)
Stocks Unplugged: Your Guide to Quirky Investing Success	CPWA (1)	Finance	On Demand (video)
Strategic Philanthropy Unveiled: Two Recent Complex Cases	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)
Utilizing the Barbell Strategy in Interest Rate Uncertainty	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.

All Packages are included under the Individual Subscription

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

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