An Advanced Certification for Serving Affluent Investors

The demanding, ever-changing nature of high-net-worth investors’ lives is getting more complex every day. The right kind of specialized knowledge – and the skill to put that knowledge to work – is imperative.

To gain and be able to utilize this knowledge, Dee Warner, Managing Director – Investments, has taken the many necessary steps to become a Certified Private Wealth Advisor® (CPWA®). This is an advanced professional certification for advisors who serve affluent individuals and families, and it’s designed for seasoned professionals who seek the latest, most advanced knowledge and techniques to address the sophisticated needs of their clients.

The CPWA curriculum gives advisors the information and skills they need to make a difference and confidently advise prosperous clients. The CPWA program takes a holistic and multidisciplinary approach that includes a deep dive into sophisticated wealth strategies, estate planning, wealth transfer, behavioral finance, family dynamics, tax management, and legacy planning.


A Rigorous, Rewarding Experience

Specialized Expertise and Skills

The CPWA certification gives advisors the specific expertise and skills they need to confidently advise high-net-worth clients and provide the high level of customer service they expect. Each candidate must pass a stringent examination administered at a third-party testing center.

Differentiation Through Credibility

In our experience, most investors are very selective in choosing their advisor. In addition to gaining rigorous wealth management knowledge and balancing theory with real-world tools and techniques, being a CPWA holder means Dee has met the highest ethical standards.

Expert Instruction

The curriculum is taught in an intensive executive education program through the nation’s leading schools of management and Investments & Wealth Institute, with preeminent academic and practitioner faculty. All instructors are subject matter experts in their respective fields.

Next Steps

If you would like to learn more about Dee’s new designation and what it means for you as an investor, please contact him today at [email protected] or 252-522-1473.