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Adding Value to Your High-Net-Worth Clients

November 1 |

Online |

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Join us Monday, November 1st to learn why the CPWA certification is the crucial next step for a wealth management career. IWI partners with Ivy League and top ten business schools like the Yale School of Management, the Wharton School, and Chicago-Booth, for a curriculum that involves intellectual rigor, engaging teaching, and cutting-edge research.

Price: $0

Type: Virtual

Content Focus: Academic, Advanced Planning, Estate Planning, General Planning, Practice Management, Risk/Insurance Planning, Tax Planning

Channel: CFPs, Experienced Planner, Independent BD, RIA, Wirehouse

Organizer: Association

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