CPWPA Certification

What are the criteria for applying for CPWPA certification under the examination route?

There are two conditions that must be met before applying for CPWPA certification:

  1. Must be employed by a PWMA member institution AND involved with the Private Wealth Management (PWM) business and
  2. 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.