The Certified Private Wealth Advisor (CPWA) certification stands as the premier global program for professionals engaged in portfolio construction, including investment consultants, analysts, financial advisors, and wealth management experts. Renowned as the pinnacle of advanced investment education for advisors working directly with clients, CPWA certification signifies the utmost level of proficiency in the field.
MY-CPE LLC is approved by the Investments & Wealth Institute (IWI) (Approval Number – 222714) dedicated to providing quality Continuing Professional Education (CPE) courses specifically tailored for Certified Private Wealth Advisor (CPWA) designation. Our primary focus lies in offering superior quality continuing education that encompasses pertinent subject areas. Industry experts and specialists meticulously curate and review our CE courses. Each course is thoughtfully structured to guarantee alignment with your ongoing educational requisites.
CERTIFIED PRIVATE WEALTH ADVISOR (CPWA) CE REQUIREMENT OVERVIEW
| CE Requirements | You must complete a minimum of 40 CE credits within a two-year certification period. |
| License Renewal Period | Renew your CE license every two years on the last day of the renewal month. |
| CE Reporting Cycle | The certification period starts on the first day of your effective license month and ends two years later on the last day of that same month. |
| Ethics Requirement | 2 hours of ethics requirements. |
| Carry-Over Credits | Up to 10 CE hours obtained beyond the 40-hour obligation in the final six months of a certification period can be transferred and applied to the subsequent two-year certification period. |
CLICK HERE for further reference on CE regulations for Certified Private Wealth Advisor (CPWA).
A minimum of 40 hours is required during each two years, the certification period starts on the first day of your effective license month and ends two years later on the last day of that same month.
There is a two-hour ethics requirement for a Certified Private Wealth Advisor (CPWA).
The Certified Private Wealth Advisor (CPWA) should renew their designation, every two years on the last day of the renewal month.
The certification period begins on the first day of the month that your license becomes effective and expires on the last day of that month, two years later.
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Save $20 on Auto Renewal
The subjects covered in a continuing education activity should align with the content areas relevant to Certified Private Wealth Advisor (CPWA). These content areas include:
TECHNICAL INVESTMENT MANAGEMENT
WEALTH MANAGEMENT
GOVERNANCE AND REGULATIONS
SUPPLEMENTAL
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Starting from January 1, 2020, individuals holding certifications are obligated to allocate a minimum of one out of the 40 credit hours they accrue towards studies related to tax or regulatory subjects.
The following categories of qualifying activities and limits have been approved by the CPWA and are acceptable for CPWA credits:
The qualifying learning activities for Certified Private Wealth Advisor (CPWA) provided by myCPE are
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A maximum of 10 CE hours earned more than the 40-hour requirement during the last six months of a certification period may be carried over to the next two-year certification period.
Failing to meet renewal requirements results in the loss of the right to use CPWA marks. You'll receive a certified relinquishment letter.
A Certified Private Wealth Advisor (CPWA) facing medical issues can request a Leave of Absence (LOA) by emailing recertification@i-w.org 30 days before renewal. LOA must be approved and is for reasons like personal illness, family emergencies, etc.
No, there is no retirement status. A Certified Private Wealth Advisor (CPWA) can remain certified if they meet renewal requirements. They can request voluntary drop status if retiring.
Individuals pay a US $5/per credit hour fee to add third-party CE hours to their records.
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No, there's no fee for reporting programs completed through a registered CE Sponsor.
myCPE provides courses that are approved for continuing education credits by NASBA. Based on the guidelines issued by these boards regarding Continuing Education Requirements, we recommend the programs/ webinars be suitable for CPWA designation holders. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Professional Education Credits based on their occupation/ job profile, knowledge requirements as well and guidelines laid down by their regulatory board before registering for the webinars.
CLICK HERE to view the IWI website for CPWA professionals.
