In keeping with IMCA’s history of working only with prestigious business schools, the CPWA designation is offered in conjunction with The University of Chicago Booth School of Business.

 

As the premier credential in this arena, the CPWA designation program offers a challenging educational program focused on advanced wealth management topics, including: behavioral finance, charitable and estate planning, planning for closely held business owners, planning for executives, portfolio management, retirement planning, risk management, and tax planning. Learn what you need to know in order to better serve your high-net-worth clients. Click here to download a hardcopy brochure of the CPWA program.

 

Pre-study for the September 2010 class begins in March 2010. Applications are due by February 26, 2010. Apply today to reserve your place in this limited-enrollment program.

 

For information regarding CPWA program content, please contact Jim Dobbs via e-mail or at 720.224.1530.

 

For information regarding CPWA program registration, please contact the Certification Department via e-mail or Kat Perez at 303.850.3091.

 

Questions, comments, complaints, and suggestions regarding IMCA’s educational programs should be directed to IMCA at 303.770.3377 or via e-mail.

 

Note—IMCA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. The recommended CPE for the CPWA program is 37 credits. For more information on NASBA standards, click here.