Become a Valued Member of myCPE Professionals Community
Trusted by 250,000+ Professionals
5.0
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
5.0
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
5.0
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Become a Valued Member of myCPE Professionals Community
Trusted by 250,000+ Professionals
5.0
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
5.0
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
5.0
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
1/4
Subscribe Now at $199/ 12 Months
Topic of Interest
Select the topics of your interest to receive Webinars/Virtual Events/E-Books/Podcasts of your interest.
Not found
Selected Topics
Important: Course Deactivation Alert
Below mentioned Courses will be deactivated soon due to outdated content. Complete the course within the next 7 days to receive credits. After Expiry date, the course will be unavailable for credit. For assistance or inquiries, please contact our support team at support@my-cpe.com.
Course Name
Thank You.
CE Requirements for CPWA Professionals
CE credits for Certified Private Wealth Advisor (CPWA)
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.
MYCPE ONE 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).
What are the CE Requirements for a 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.
What is the Ethics Requirement for a Certified Private Wealth Advisor (CPWA)?
There is a two-hour ethics requirement for a Certified Private Wealth Advisor (CPWA).
What is the license renewal period 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.
What is the CE reporting cycle for a Certified Private Wealth Advisor (CPWA)?
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.
Unlimited Access to Continuing Education: Dive into our extensive library at your own pace without incurring any extra cost for your learning and compliance.
Top-Quality Courses: Our expert-led continuing education courses in 500+ subject areas with average 4.5* ratings.
Flexibility: Learn anytime, anywhere, on any device.
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
Global Capital Market History and Valuation
Applied Finance and Economics
Applied Statistics and Data Interpretation
Traditional and Alternative Investments
Portfolio Performance and Risk Measurements
Portfolio Theory
Individual and Institutional Investment Policies
Manager Selection
Investment Analysis and Recommendations
Investment Consulting Process (including client discovery, monitoring, and portfolio review)
WEALTH MANAGEMENT
Applied Behavioural Finance
Family Dynamics
Tax Strategies and Planning
Portfolio Management
Risk Management and Asset Protection
Business Entities and Closely Held Business
Executive Compensation Plans
Retirement Planning
Charitable Giving
Estate Planning and Wealth Transfer
GOVERNANCE AND REGULATIONS
Investments & Wealth Institute Code of Professional
Responsibility
Industry Ethics
Applicable Regulations; Compliance and legal implications
SUPPLEMENTAL
Building Your Business (if related to investment or wealth management)
Leadership Programs (if related to investment or wealth management)
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:
In-house Courses
Seminars and Webinars
Conferences
College or University Courses
Teaching and Speaking Engagements
The qualifying learning activities for Certified Private Wealth Advisor (CPWA) provided by MYCPE ONE are
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.
No, there's no fee for reporting programs completed through a registered CE Sponsor.
MYCPE ONE 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.
Experience MYCPE ONE at its best! Upgrade your browser for a more interactive, user-friendly interface, and stay ahead in your professional development journey.
-(1).png)
