Certificación: Certified Private Wealth Analyst (CPWA)
5619 DTC Parkway, Ste. 500 Greenwood Village, CO 80111
Certified Private Wealth Advisor® (CPWA®) certification is an advanced professional certification for advisors who serve high-net-worth clients. It's designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of clients with a minimum net worth of $5 million. Unlike credentials that focus specifically on investing or financial planning, the CPWA® certification program takes a holistic and multidisciplinary approach.
- More than two years of education or training after high school required?
- Yes
- More than two years of work experience required?
- No
- Oral or Written Exam Required?
- Yes
- Renew through Continuing Professional Development(CPD)?
- Yes
Avanzada
La certificación tiene un nivel de educación de los asociados de las artes o asociados de Ciencias de grado o superior y tiene un requisito de experiencia laboral de más de 2 años, o requiere la obtención de un "núcleo" de la certificación de nivel de la misma organización.
- Esta certificación está acreditada por el American National Standards Institute (ANSI).