CPWPA Certification

Is an Assistant staff role considered for CPWPA certification application?

CPWPA Certification is available to supporting roles of a member institution AND involved with the Private Wealth Management business upon verification by the relevant department of a member institution. Analysts, Client Service Assistants or Assistants to Relevant Practitioners; Middle Office and Back Office staff who are seeking to enhance their Private Wealth Management skills and abilities are eligible to apply.