What Is The CPWA® Certification?

Certified Private Wealth Advisor® (CPWA®) is an advanced education and certification program for financial advisors who work with high-net-worth clients on the life-cycle of wealth: accumulation, preservation, and distribution.

The holistic, multidisciplinary CPWA program requires advisors to meet rigorous standards:

EXPERIENCE:

At least five years of relevant financial services experience and a clean regulatory record

ETHICS:

Comply with the Institute Code of Professional Responsibility or lose the certification

EDUCATION:

Complete executive education at a top 25 global business school

EXAM:

Pass a stringent five–hour examination

CONTINUING COMPETENCY:

Stay updated on industry trends, laws, and products with 40 hours of continuing education every two years, including two hours of ethics education

Learn more about CPWA – at the end of the text and link to https://investmentsandwealth.org/certifications/cpwa-certification
Warner, Hood, Hardee & Stroud Wealth Advisors

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, AZ, CA, CO, CT, DC, FL, GA, IA, ID, IN, MA, MD, MI, MO, MT, NC, NJ, NM, NY, OH, PA, SC, TN, TX, UT, VA, WA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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