CPWA Renewal Requirements and Guidelines

Like most credible credentials, the CPWA certification must be renewed on a regular basis. Every two years following initial certification and authorization to use the CPWA® and Certified Private Wealth Advisor® marks, certificants must successfully complete IMCA’s certification renewal requirements to maintain the certification.

  • Click here for details about your CE status, to report CE, and for the status of other renewal requirements.
  • Click here for information about opportunities to earn CE at upcoming IMCA conferences.
  • Click here for accepted CE topics.

The three renewal requirements for CPWA certification are:

1. Complete and report a minimum of 40 hours of continuing education (CE) credit, including two ethics hours.

2. Pay a certification renewal fee for your next two-year certification renewal period of $100 for IMCA members, $500 for nonmembers, or $495 for nonmembers who wish to join IMCA or renew their membership.

3. Complete a compliance disclosure and indicate continued adherence to IMCA's Code of Professional Responsibility and Rules and Guidelines for Use of the Marks, as well as disclose any federal/state regulatory actions or complaints.

For complete renewal requirements, click here for the Renewal Requirements and Accepted CE Topics guide.

The certification period for CPWA certification begins on the first day of the month that the license is effective, runs for two years, and expires on the last day of the renewal month. For your convenience, you may check your certification renewal period requirements and expiration date by logging into the “My IMCA” section of the website and reviewing the information in your “My Certifications” box.

All CE hours must be processed by IMCA and payment and completed compliance disclosure must be submitted before the expiration date to meet the three certification renewal requirements. Failure to meet all certification renewal requirements will result in loss of the right to use the CPWA marks. IMCA will issue a certified cease and desist letter to the address of record to all certificants who fail to meet all three certification renewal requirements. Certification renewal requirements may change at the discretion of IMCA’s volunteer Certification Commission. CPWA professionals will be notified in advance of any renewal requirements changes.