CPWA certification is an advanced credential created especially for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth: accumulation, preservation, and distribution. Candidates who earn the certification understand how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. WHO SHOULD ATTEND? Wealth managers and specialists, financial planners and advisors, investment consultants and advisors, retirement specialists, family-office professionals, trust professionals, and tax and estate professionals. Five years of relevant experience and pre-study educational components required. PROGRAM BENEFITS During this program, you will: • Gain specialized expertise and skills • Discover how to acquire and retain high-net-worth clients • Learn growth strategies for your firm • Earn an elite education that can impact your work IDEAS COMPETE, PEOPLE COLLABORATE Consistently ranked among the top programs in the world, Executive Education at Chicago Booth is where intellectual rigor, engaging teaching, and cutting-edge research meet. We create and learn in an intense, exhilarating climate of discussion and debate. Our executive participants have transformational experiences that turn them into more empowered, impactful leaders. CONNECT WITH WORLD-CLASS FACULTY e University of Chicago Booth School of Business has one of the most highly-regarded faculty of any business school in the world. Since Sweden’s central bank, Sveriges Riksbank, established the Nobel Prize in Economic Sciences in 1968, nine Chicago Booth faculty members have won the award. LEARN MORE AT: ChicagoBooth.edu/ExecEd E [email protected] P +1.312.464.8732 PROGRAM DETAILS DATES March 21–25, 2021 June 13–17, 2021 September 19-23, 2021 Sessions begin at 7:45 a.m. Monday and end on Thursday evening. There is an optional Sunday evening session. APPLICATION REQUIRED investmentsandwealth.org FEE Investments & Wealth Institute ® Members: $6,995 Non-members: $7,390 Visit investmentsandwealth.org for the most up-to-date information. Fee includes accommodations, tuition, all meals Monday through Thursday, and educational materials. LOCATION Gleacher Center 450 N. Cityfront Plaza Drive Chicago, IL 60611 CERTIFIED PRIVATE WEALTH ADVISOR ® CERTIFICATION (CPWA ® )