CPWA Core Topics

The CPWA program begins with an approximately six-month pre-study program and concludes with a five-day class one of three education providers:

  1. The University of Chicago Booth School of Business Executive Education program. Program faculty include both Chicago Booth professors and experienced practitioners—wealth managers, retirement planning specialists, investment managers, tax experts, and estate-planning and asset-protection attorneys.
  2. IMCA-sponsored classes. IMCA offers its own sponsored classes, which deliver a lower-cost education option utilizing a mix of practitioner and academic instructors. The first IMCA-sponsored class is scheduled for January 22–27, 2017, at the University of California, Los Angeles and is open for enrollment to all CPWA certification candidates. The enrollment deadline is July 8, 2016. Click here for more information.
  3. Firm-sponsored classes with a university or IMCA as an education partner. Last year IMCA tested this model with a major wirehouse that is holding a second firm-sponsored class in late 2016. Advisors should check with their firm’s education department to inquire about a possible firm-sponsored class or contact Tim Whiting, IMCA National Sales Director, at [email protected].

All course participants receive pre-study books and IMCA publications, as well as lecture notes prepared from the professor's remarks. Readings from the finest in relevant research and applied thought, including the Journal of Wealth Management, are included in the course material. IMCA assures each individual a week of educational challenge and professional opportunity. You may download the Candidate Body of Knowledge, or review the summary of education topics below:

Click here to learn more about IMCA’s e-campus for tools to help manage study resources.

Program Core Topic list

Section 1: Ethics

Section 2: Applied Behavioral Finance

Section 3: Family Dynamics

Section 4: Tax Strategies and Planning

Section 5: Portfolio Management

Section 6: Risk Management and Asset Protection

Section 7: Client Focus - Executives

Section 8: Client Focus - Closely Held Business Owners

Section 9: Client Focus - Retirement

Section 10: Charitable Giving

Section 11: Estate Planning and Wealth Transfer