Wealth Management Theory & Practice

Yale School of Management

Yale School of Management

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Who should attend

Ideal candidates for CPWA certification include: wealth managers and specialists, financial planners and advisors, investment consultants and advisors, retirement specialists, family-office professionals, trust professionals, tax and estate professionals. Note – this program should be considered intermediate to advanced. Program participants are expected to have an elementary understanding of financial planning concepts and applications prior to enrolling.

About the course

Develop your knowledge and skills, and grow your practice using Yale’s comprehensive and convenient path to CPWA certification.

The Certified Private Wealth Advisor® (CPWA) certification administered by the Investments & Wealth Institute™ (formerly IMCA) is the standard for competence in the field of wealth management today. Yale School of Management’s fully online program, Wealth Management Theory & Practice, can help you achieve certification and help you take your practice to the next level. This program was developed for wealth management and financial professionals working with high-net-worth clientele who are pursuing the CPWA certification. Wealth Management Theory & Practice is an online course for those who value the high caliber education of Yale and the convenience of digital learning.

The comprehensive Yale CPWA online program includes: study materials to help candidates prepare for and pass Level I, a CPWA registered education course and exam (Level II), and study materials to help candidates prepare for and pass the certification exam (Level III).

Built around the Certified Private Wealth Advisor® (CPWA) certification curriculum and approved by the Investments & Wealth Institute™ (formerly IMCA) as a registered education program, this course fulfills both the Level I pre-study and Level II education requirements for CPWA certification. This course includes comprehensive coverage of the topics and learning objectives found in the CPWA Candidate Body of Knowledge (i.e., the curriculum).

Key Benefits

  • Learn from leading Yale faculty and industry experts.
  • Complete all three levels of the certification process faster and more conveniently with our unique, start-to-finish online program.
  • Study materials specifically designed to help prepare for and pass each CPWA level exam delivered in a variety of tools suited for various learning styles.

This program was developed for wealth management and financial professionals working with high-net-worth clientele who are pursuing the CPWA certification. Wealth Management Theory & Practice is an online course for those who value the high caliber education of Yale and the convenience of digital learning.

The comprehensive Yale CPWA online program includes: study materials to help candidates prepare for and pass Level I, a CPWA registered education course and exam (Level II), and study materials to help candidates prepare for and pass the certification exam (Level III).

Built around the Certified Private Wealth Advisor® (CPWA) certification curriculum and approved by the Investments & Wealth Institute™ (formerly IMCA) as a registered education program, this course fulfills both the Level I pre-study and Level II education requirements for CPWA certification. This course includes comprehensive coverage of the topics and learning objectives found in the CPWA Candidate Body of Knowledge (i.e., the curriculum).

Topics covered

Curriculum

Wealth Management Theory & Practice walks you through the CPWA curriculum core topics and learning objectives line-by-line. Faculty and practitioners help students better understand the unique challenges facing today’s high-net-worth client, learn how to analyze specific situations, and present appropriate, holistic solutions.

Program participants will consider financial and non-financial applications and strategies while helping HNW clients build, protect, and distribute their wealth. This includes a focus on financial, intellectual, social and human capital.

CURRICULUM

(Source: CPWA Certification Candidate Body of Knowledge)

Topic coverage includes

  • Part I: Human Dynamics
  • Part II: Wealth Management Strategies
  • Part III: Client Specialization
  • Part IV: Legacy Planning

LEARNING EXPERIENCE

In addition to the guidance provided by the faculty, the Yale CPWA online program includes materials specifically designed to help candidates prepare for and pass each level of CPWA certification. Candidates learn by leveraging proprietary tools and resources that fit their own, unique learning styles and preferences, including:

  • Online learning management system
  • Coverage of all 550 topics found in the CPWA Candidate Body of Knowledge
  • Learning module videos
  • Class lecture videos, notes and outlines
  • Custom compilation of wealth management readings
  • Discussion board and access to subject matter experts
  • Exam prep tools including hundreds of practice questions
  • Section quizzes, sample tests, and exams for self-assessment

Participants are encouraged to study 10-20 hours a week. Most candidates should be able to complete the program and all levels of certification within approximately 6 months. The difference in study-time needed between candidates depends on several variables including: existing knowledge of the curriculum, study habits, learnings styles and preferences, test-taking ability, etc.

What you can expect

TAKEAWAYS

  • Participants gain a better understanding of the CPWA curriculum core topics and learning objectives by mastering concepts and applications specific to serving high-net-worth clients.
  • Participants develop tools and resources to help them improve their businesses by immediately applying new strategies and solutions in practice.
  • Participants prepare for the Yale SOM course exam and the CPWA certification exam by learning from multiple resources, including videos, exercises, and practice questions.

Not only will the Yale CPWA program help you gain your certification, it will help drive your business and build your career.

  • Perform client discovery more efficiently
  • Better understand the changing regulatory environment
  • Use behavioral finance applications to better manage client expectations, decisions, and relationships
  • Learn to work with and serve the family client including the next generation
  • Analyze and recommend tax planning solutions
  • Build and manage more effective investment portfolios
  • Assess client risks and propose appropriate insurance solutions and asset-protection strategies
  • Identify challenges that are unique to executives and closely held business owners and recommend strategies and solutions that meet specific client goals and objectives
  • Master the complexities of qualified and non-qualified retirement plans and help affluent clients in the distribution phase of retirement
  • Develop charitable and estate planning solutions to help clients transfer wealth

Experts

Jim Dobbs

Dobbs Education specializes in designing, developing, and managing financial training and education programs. We work with organization directors, executives, board members, committees, task forces, staff, and volunteers. We have written feasibility studies and business plans; designed the stru...

John Nersesian

John Nersesian is managing director of wealth management services at Nuveen Investments, where his group provides wealth management and practice development education and consulting support to advisors. His experience includes work as a financial advisor to corporate executives, affluent families...

Tobias Moskowitz

Tobias J. Moskowitz, who joined the faculty in 1998, studies asset pricing, portfolio choice, risk sharing, market efficiency, real estate markets and finance, empirical corporate finance, and the business and analytics of sports. He has explored topics as diverse as momentum in stock returns, lo...

Gal Zauberman

Professor Gal Zauberman studies consumer judgment and decision making, time in decisions, financial decision making, and memory for emotions and choice. In his research, He has published articles in leading marketing and psychology journals on topics that include: factors that affect individuals'...

Michael Kitces

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, is a partner and the Director of Research for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees approximately $1 billion of client assets. In addition, he is the practitioner edito...

Richard Joyner

Richard Joyner is President of Tolleson Wealth Management. He oversees key strategic, marketing and policy determinations for the company and its lines of business. Richard also serves on the Board of Directors, Executive Committee and Investment Committee and leads the company’s family education...

Steven Siegel

Steven G. Siegel is president of The Siegel Group, which provides consulting services to attorneys, accountants, business owners, family offices and financial planners. Based in Morristown, New Jersey, the Group provides services throughout the United States. Mr. Siegel is the author of many boo...

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Wealth Management Theory & Practice at Yale School of Management

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