Wilson Moy, CFP, CPWA
AAFMAA Wealth Management & Trust Reston, VA
CIMA saw a big increase in applications for its CPWA
education classes in 2014--"up 34% over 2013," Walters said, with 54% already being CFPs--for "a wealth credential covering all those topics related to a high-net-worth individual."
Canadian Public Works Association, Manitoba Chapter (CPWA
Now The Cambodia Pony Welfare Association (CPWA
) roves the countryside, visiting communities in nine provinces with large equine populations.
Even so, wouldn't it be better to offer the IMCA's CPWA
and CIMA courses as adjuncts to financial planning credentials?
Elizabeth Morton, CPA, and Arturo Neto, CFA, CPWA
, opened the office in early June to provide a full suite of financial services to small business owners and individuals in Middle Tennessee, including bookkeeping, payroll processing, retirement planning, estate planning, investment management, risk management, and wealth transfer strategies.
Callan, CIMA, CPWA
, the firm's managing partner, said, 'We are thrilled to welcome Robert to Callan Capital.
He is also a Certified Private Wealth Advisor (CPWA
Steffen, CPA/PFS, CFP, CPWA
, has been promoted to the newly created role of director of Advanced Planning for its Private Wealth Management business.
Koch, CFP, CPWA
, with KAM South LLC in Atlanta, Ga., believes regional bank stocks can avoid some of these problems.
Obtaining your CFP certification should be your minimum goal, and you should consider eventually pursuing other advanced qualifications such as CPWA
, AWMA, JD, CPA or CFA.