The Chartered Wealth Advisor (CWA®) Program credential is certification created specifically for financial advisors who work with high-net-worth clients on the life cycle of wealth: accumulation, preservation, and distribution.

Candidates who achieved this certification learn to identify and address challenges facing high-net worth clients and develop specific strategies tailored to meet client goals.

The CWA® certification offers a graduate level education program focused on wealth management topics, including: tax planning strategies, portfolio management for executives and closely held business owners, risk management and asset protection, family dynamics and legacy planning.

 The CWA® credential is awarded in partnership with Wealth Management Institute.