Correct working URL found: .../certifications/cpwa-certification. Confirmed: needs bachelor's degree or accepted designation (RMA/CIMA/CFP/CFA/ChFC/CPA) + 5 years financial-services experience; renewal every 2 years with 40 CE hours (incl. 2 ethics + 1 tax/regulation); retake fee $295 members/$395 non-members. No single all-in USD figure published (bundle of app fee, background check, tuition, exam sitting).
Experience: 5 full years of verified work experience in financial services; background check required.
Training: Pre-study + in-person/live-online executive education (University of Chicago Booth / Yale)
One of: RMA, CIMA, CFP, CFA, ChFC, or CPA (or bachelor's degree).
Valid for 2 years, 40 CE credits per cycle. Renew by cpe.
40 CE hours every 2 years, including 2 ethics hours and 1 tax/regulations hour, plus a renewal fee. Exam retake: $295 members / $395 non-members.
Advanced US credential for advisers to high-net-worth clients