There are two conditions that must be met before applying for CPWPA certification:
- Must be employed by a PWMA member institution AND involved with the Private Wealth Management (PWM) business and
- Passed all examination papers for both Module 1 and Module 2 of ECF. The result of each examination paper is valid for 5 years (counting from the date of the examination) for the purpose of applying for CPWPA certification.
A PWM practitioner, who has met both conditions, is eligible to apply for CPWPA certification, but such application should be received by PWMA not later than 3 months from the end of the validity period of the examination result.