Individuals with the CPWA® designation, issued by the Investments & Wealth Institute, must complete program prerequisites, complete the necessary continuing education requirements, and pass the final exam covering the following areas: advanced tax planning, asset protection, executive compensation plans, stock options, tax-efficient portfolios, business planning, retirement planning, charitable planning, and estate planning.
“This advanced designation strengthens my ability to help clients navigate through complex financial decisions, whether it is tax-efficient planning strategies, legacy planning, or ensuring their wealth supports the people and priorities that matter most,” says Tenner Stoe, CFP®, CPWA®. “Providing thoughtful, strategic guidance has always been my priority, and this is another step toward that commitment.”
The CPWA® certification is designed for serving high-net-worth clients. It emphasizes a holistic approach to financial planning and wealth management.
“This certification, recognized as a standard of excellence in the field, demonstrates our commitment to providing our clients with the highest level of wealth management services,” said Ty Bernicke, President & CEO at Bernicke Wealth Management. “Our company is committed to research and education, ensuring we take a strategic approach to helping high-net-worth individuals and business owners navigate complex financial landscapes and work toward their long-term objectives.”
You can find more information about this designation at Certified Private Wealth Advisor (CPWA) Certification by visiting the Investments & Wealth Institute website: https://investmentsandwealth.org/. Individuals with the CPWA designation, issued by the Investments & Wealth Institute, must complete program prerequisites, pass the final exam, and complete the necessary continuing education requirements. You can find more information about this designation at Certified Private Wealth Advisor (CPWA) Certification.
