How does CPWA certification compare with CIMA certification?

Both CPWA and CIMA certifications offer advanced educational content, and an investment advisor, wealth manager or financial planner will benefit from earning either certification. Advisors who specialize in serving the needs of high-net-worth clients should pursue CPWA certification, as the curriculum teaches ways to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth. The CIMA certification designed specifically for financial professionals who want to attain a level of competency as an advanced investment consultant.

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