IMCA, The Certified Private Wealth Advisor
The Certified Private Wealth Advisor (CPWA®) program is an advanced designation created specifically for financial advisors and consultants who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation and distribution. Candidates who attain this designation will gain superior expertise in advanced wealth management content, strategies and applied concepts.
The CPWA® program was developed by Investment Management Consultants Association (IMCA). IMCA—serving nearly 7,000 members and based in Denver, Colorado—provides investment consultants with the credentials and tools required to best serve their clients.
Education Program Overview
The program begins with an approximately six-month long pre-study program and concludes with a 5-day long class at the Gleacher Center in downtown Chicago, home of The University of Chicago Booth School of Business Executive Education program. Program faculty include both University of Chicago Booth School of Business professors and experienced practitioners—wealth managers, retirement planning specialists, investment managers, tax experts and estate-planning and asset-protection attorneys.
All course participants receive pre-study books and IMCA publications, as well as lecture notes prepared from the professor's remarks. Case studies are prepared in small discussion groups. Readings from the finest in relevant research and applied thought, including the Journal of Wealth Management, are included in the course material. IMCA assures each individual a week of educational challenge and professional opportunity.
Program Dates and Fees
March 9-14, 2014
June 8-13, 2014
September 14-19, 2014
Classes are held at the Gleacher Center of the University of Chicago Booth School of Business, 450 North Cityfront Plaza Drive, situated along the Chicago River (one block east of Michigan Avenue), in the heart of the downtown district known as "The Magnificent Mile." The Center is within walking distance from some of Chicago's most exciting retail and entertainment areas.