Boston, February 28, 2018 – Financial advisors interested in serving high-net-worth individuals will focus on obtaining multiple certifications to differentiate themselves. The CPWA certification is not widely held across financial advisors, but it presents significant benefits to financial advisory practices. In what ways does the CPWA certification enhance advisors’ skills to service high-net-worth clients?
This report looks at the value of CPWA certification to team practices, advisors, and clients, and it compares CPWA professionals to advisors and practices without CPWA certifications. It is based on an online Aite Group survey fielded in April and May 2017 of 436 advisors that primarily serve individual and family clients.
This 36-page Impact Report contains 36 figures. Clients of Aite Group’s Wealth Management service can download this report, the corresponding charts, and the Executive Impact Deck.