CPWA certification is an advanced credential created especially for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.

WHO SHOULD ATTEND? Wealth managers and specialists, financial planners and advisors, investment consultants and advisors, retirement specialists, family-office professionals, trust professionals, and tax and estate professionals. Five years of relevant experience and pre-study educational components required.

PROGRAM BENEFITS During this program, you will:• Gain specialized expertise and skills• Discover how to acquire and retain high-net-worth clients• Learn growth strategies for your firm• Earn an elite education that can impact your work

IDEAS COMPETE, PEOPLE COLLABORATE Consistently ranked among the top programs in the world, Executive Education at Chicago Booth is where intellectual rigor, engaging teaching, and cutting-edge research meet. We create and learn in an intense, exhilarating climate of discussion and debate. Our executive participants have transformational experiences that turn them into more empowered, impactful leaders.

CONNECT WITH WORLD-CLASS FACULTYThe University of Chicago Booth School of Business has one of the most highly-regarded faculty of any business school in the world. Since Sweden’s central bank, Sveriges Riksbank, established the Nobel Prize in Economic Sciences in 1968, nine Chicago Booth faculty members have won the award.

LEARN MORE AT: ChicagoBooth.edu/ExecEd E exec.ed@chicagobooth.edu P +1.312.464.8732

PROGRAM DETAILS

DATESMarch 21–25, 2021 June 13–17, 2021September 19-23, 2021

Sessions begin at 7:45 a.m. Monday and end on Thursday evening. There is an optional Sunday evening session.

APPLICATION REQUIREDinvestmentsandwealth.org

FEEInvestments & Wealth Institute® Members: $6,995

Non-members: $7,390

Visit investmentsandwealth.org for the most up-to-date information. Fee includes accommodations, tuition, all meals Monday through Thursday, and educational materials.

LOCATIONGleacher Center 450 N. Cityfront Plaza Drive Chicago, IL 60611

CERTIFIED PRIVATE WEALTH ADVISOR® CERTIFICATION (CPWA®)

PROGRAM CORE TOPIC LISTPart I: Human Dynamics

• Section 1: Ethics• Section 2: Applied Behavioral Finance• Section 3: Family Dynamics

Part II: Wealth Management Strategies

• Section 4: Tax Strategies and Planning• Section 5: Portfolio Management• Section 6: Risk Management and Asset Protection

Part III: Client Specialization

• Section 7: Client Focus-Executives• Section 8: Client Focus-Closely Held Business Owners• Section 9: Client Focus-Retirement

Part IV: Legacy Planning

• Section 10: Charitable Giving• Section 11: Estate Planning and Wealth Transfer

FACULTYJohn C. HeatonJoseph L. Gidwitz Professor of Finance, Chicago Booth

Merle EricksonProfessor of Accounting, Chicago Booth

Lubos PastorCharles P. McQuaid Professor of Finance, Chicago Booth

Kim KaminPrincipal, Gresham Partners, LLC

CERTIFIED PRIVATE WEALTH ADVISOR® CERTIFICATION (CPWA®)

STEPS TO CERTIFICATIONThe CPWA certification program requires that candidates meet all eligibility requirements listed below:

• Step 1: Submit the application to the Investments & Wealth Institute

• Step 2: Complete the pre-study educational component• Step 3: Attend the entire in-class program• Step 4: Pass the CPWA Certification Exam• Step 5: Sign licensing agreement and adhere to the

Investments & Wealth Institute code of professional responsibility, standards of practice, and rules and guidance for use of the marks

If you have not yet begun the CPWA certification process or would like more information about the Investments & Wealth Institute advanced certification qualifications, please contact the Institute directly at +1.303.770.3377 or visit investmentsandwealth.org.

FOR MORE INFORMATION, CONTACT:Executive EducationThe University of Chicago Booth School of Business450 N. Cityfront Plaza Drive, Suite 514Chicago, IL 60611-4316

Patricia Powell Program Manager Executive Education

P +1.312.464.8732 E patricia.powell@chicagobooth.eduChicagoBooth.edu/ExecEd