MYCPE ONE

Certified Private Wealth Advisor (CPWA) Continuing Education (CE) Requirements

Know Your Requirement

Overview

Last Reviewed on: 12 Mar, 2026

CE Requirements

Complete 40 CE hours every two years.

License Renewal Period

Renew the CPWA certification every two years by completing CE, compliance attestations, and the renewal payment.

CE Reporting Cycle

The Institute tracks CE on an individual two-year renewal cycle tied to your personal renewal date in “My Renewal Requirements in your Dashboard.

Ethics Requirement

2 ethics CE hours are required in each two-year renewal period.

Carry Over Credits

IWI allows up to 10 CE hours earned in the final six months to carry forward.

Subject Area Restriction

At least 1 hour must be tax or regulatory content.

Need guidance with compliance requirements?

Speak with our Compliance Advisor

compliance requirements

Simplifying Regulations for 2026

CE Requirement

Complete 40 CE hours during each two-year renewal period, including 2 ethics hours and 1 tax or regulatory hour.

Ethics Requirement

Complete 2 ethics hours within each two-year cycle.

Initial CE Hours

The Institute uses a personal renewal cycle rather than a universal calendar start date. Your exact renewal date is shown in “My Renewal Requirements in your Dashboard.”

Subject Areas

Relevant topics include private wealth management, behavioral finance, family dynamics, tax strategies, risk management, business entities, retirement planning, charitable giving, estate planning, governance, regulations, and ethics. Click here for more information.

Learning Modes

All CE can be completed through self-study programs.

Eligible Learning Activities

Examples include courses, certificates, webinars, conferences and events, publication quizzes, annual conference committee service up to 20 CE hours, registered sponsor programs, and eligible self-reported CE.

CE Deadline

Complete and report required CE by your personal renewal deadline shown in “My Renewal Requirements in your Dashboard.” The Institute starts reminders six months before that date.

Fast Track CE

Our Fast Track Certified Private Wealth Advisor (CPWA) CE packages are expertly curated bundles that meet Certified Private Wealth Advisor (CPWA) professionals' exact continuing education requirements. Save significant time selecting individual courses by choosing our comprehensive packages that cover all your CE needs. View more

Reporting Period

Your reporting period is your own two-year renewal window.

License Renewal

Renew the CPWA certification every two years by meeting CE, compliance, and fee requirements by your renewal date. If you miss the deadline, the credential becomes unlicensed, and then may move to relinquishment if requirements remain unmet.

Carry Over Credits

You can carry forward up to 10 hours of credit earned in the final six months of your current cycle.

Record Retention

Maintain CE documentation in your files, but do not publish a fixed retention period. If selected for audit, you must provide proof within 30 days.

Renewal Fees

$995 per two-year renewal. Click here.

Do MYCPE ONE Courses Qualify for Certified Private Wealth Advisor (CPWA)? Yes

Investments & Wealth Institute accepts Institute CE, Sponsored CE from registered CE sponsors, and eligible self-reported CE from other independent providers. MY-CPE LLC appears on the Institute's official CE provider list, so MYCPE ONE courses can generally qualify when the specific activity matches approved topic areas, satisfies the 50-minute minimum, and is documented properly.

MYCPE ONE specializes in various learning formats, including:

  • Group Internet-Based
  • QAS Self-Study

You can verify our provider listing under MY-CPE LLC on the Institute's official CE Providers list. For convenient access to our courses, Click here to explore the MYCPE ONE course catalog. We offer an all-inclusive subscription model, similar to Netflix, where a single subscription gives you access to the most extensive online course catalog. Plus, our subscription rates are 60% lower than other platforms. Subscribe today.

Contact Information for Investments & Wealth Institute

Investments & Wealth Institute
5619 DTC Parkway, Suite 600
Greenwood Village, CO 80111
Telephone: +1 (303) 770-3377
Fax: +1 (303) 770-1812
Email: customercare@i-w.org
Recertification: recertification@i-w.org
Website: Visit site

We Review CE Compliance Requirements Every Twelve Months

At MYCPE ONE, we are committed to providing professionals across all designations with the most accurate and up-to-date continuing education information. Our team reviews and updates the CE requirement information for Certified Private Wealth Advisor (CPWA) every twelve months to reflect the latest standards and policies set by Investments & Wealth Institute.

While we work diligently to ensure accuracy, we encourage professionals to confirm the requirements directly with their respective boards or credentialing authorities through the official links provided here.

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Certified Private Wealth Advisor (CPWA) CE Compliance

All-in-one package to fast-track your Certified Private Wealth Advisor (CPWA) compliance, saving time and effort.

Frequently Asked Questions

CPWA certificants must complete 40 CE hours during each two-year renewal period.

Yes. Those 40 hours must include 2 ethics hours.

Yes. At least 1 of the 40 hours must be tax or regulatory content.

The Institute uses an individual two-year renewal cycle rather than one universal calendar cycle for all certificants.

Log in to your Institute account and check My Renewal Requirements in your dashboard. Your personal renewal date is displayed there, and reminders begin about six months before the deadline.

Accepted CE should align with the Institute's approved topic areas, including wealth management, behavioral finance, family dynamics, tax strategies, risk management, retirement planning, estate planning, governance, regulations, and ethics.

Yes. The Institute lists webinars among its CE opportunities, and qualifying live sessions may count when they fit approved topics and meet the time requirement.

Yes. Institute on-demand courses and other eligible self-study options may count, provided the activity fits approved topics, meets the Institute's standards, and is documented properly.

The reviewed official guidance requires qualifying programs to be at least 50 minutes long. Because of that minimum, nano or fractional learning below 50 minutes is not clearly accepted in the reviewed guidance.

In addition to courses, CE may be earned through conferences and events, publication quizzes, annual conference committee service, registered sponsor programs, and eligible self-reported CE.

If your CE is audited, you must provide documentation showing completion, content, and clock time within 30 days. The guidance encourages keeping records in your files, although it does not publish a fixed retention period.

You may carry over up to 10 CE hours into your next renewal period if they are earned during the final six months of your current cycle.

The current published renewal fee is $995 for each two-year renewal.

If you do not meet the renewal requirements by the deadline, the certification will not be licensed. If the requirements still remain unmet after the additional period described by the Institute, the credential may move to relinquishment.

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