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CPWA Webinar
Are you prepared to serve your high-net-worth (HNW) clients with the sophisticated strategies that they are seeking from their advisor? This live 30-minute webinar explores what HNW clients are looking for and how you can help them with the education you'll receive in the CPWA® certification program. Join Institute Enrollment Counselors Gray Bullard, MBA, and Kari Estes, with Jim Dobbs, CIMA®, CPWA®, CFP®, Program Director - Yale CIMA & CPWA certification programs for this session. Continuing Education credit (CE) is not available for this overview.

Nov 8, 2022 10:00 AM in Mountain Time (US and Canada)

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