Certified Private Wealth Advisor

High-net-worth individuals have unique needs that can’t be properly addressed by an advisor with a basic financial planning background, The Certified Private Wealth Advisor {CPWA} certification program is an advanced credential created specifically for wealth managers working with high-net-worth clients.

 

The {CPWA} program focuses on the life cycle of wealth accumulation, preservation, and distribution, professionals are able to identify and analyze the unique challenges high-net-worth individuals face and understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

 

 

At the end of this course the participants will be able to:

 

  • Acquiring practical wealth management strategies outside of a theoretical framework that is overloaded with mathematics.
  • Knowing how a consultant can extract exponential value that goes beyond just the sum of the portions of a client's wealth.
  • Knowing the toolkit needed to compete in the extremely net wealth space.

 

  • Managers who advise high-net-worth clients.
  • Employees who want to gain great skills & knowledge to improve their career.

 

  • Ethics.
  • Applied Behavioral Finance.
  • Family Dynamics.

 

  • Tax Strategies and Planning.
  • Portfolio Management.
  • Risk Management and Asset Protection.

 

  • Client Focus "Executives".
  • Client Focus "Closely Held Business Owners".
  • Client Focus "Retirement".

 

  • Client Focus "Executives".
  • Client Focus "Closely Held Business Owners".
  • Client Focus "Retirement".

 

  • Charitable Group.
  • Estate Planning and Wealth Transfer.

 

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