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An Overview of the CPWA® Certification
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 Program Director Mike Kurz, CIMA®, CPWA®, CFP, for this session. Continuing Education credit (CE) is not available for this overview.

00:50:00

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