Adding Value to HNW Clients: An Overview of the CPWA® Certification

When:  Dec 3, 2021 from 08:00 to 08:30 (MT)
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® for this session. Continuing Education credit (CE) is not available for this overview.