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An Overview of the CPWA® Certification with Yale Program Director
Join the Institute's Program Enrollment Counselors Gray Bullard, MBA, and Kari Estes, and special guest Jim Dobbs, CFP®, CIMA®, CPWA®, Yale School of Management, Program Director, CIMA® and CPWA® online programs, as they show you how the Certified Private Wealth Advisor® certification can prepare you to better serve your high-net-worth clients. There is no CE for this webinar.

May 10, 2023 01:00 PM in Eastern Time (US and Canada)

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