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Retirement Planning

What it Means to Be a Certified Private Wealth Advisor®

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August 14, 2017

Aug 14, 2017

12:58 PM America/Chicago

Baird Retirement Management is pleased to announce that Moe Allain, Richard Ashcroft, Andrew Atkinson, Greg Evans, Gary Foose, Matt Leatherwood, and Rick Pfeil have recently been awarded the Certified Private Wealth Advisor® (CPWA®) certification after completing the certification program through Investment Management Consultants Association® (IMCA®) at the University of Chicago’s Booth School of Business. This designation further instills the standard of excellence these advisors are setting here at Baird Retirement Management. Below is some information regarding what it means and what is expected of CPWA® professionals.    

Intelligent investors recognize that the financial world’s increasing complexities call for objectivity, experience, and expert evaluation. Investment Management Consultants Association grants the CPWA® credential to advanced wealth managers and advisors who successfully complete the Experience, Education, Examination, and Ethics requirements of the certification program. An advisor who has earned the CPWA® certification is someone who can help you manage your unique tax, estate, and investment issues. A CPWA® professional is required to adhere to an ethics code to serve your financial goals free of personal conflicts of interest. Candidates who earn this designation learn to identify and analyze challenges facing high-net-worth clients and learn to develop specific strategies to help you meet your goals and objectives. The CPWA® curriculum is delivered by practitioners and faculty from one of the nation’s top business schools.

All CPWA® professionals have passed a background check, met an experience requirement, fulfilled an extensive initial education program, passed a comprehensive examination, and maintain 40 hours of continuing education every two years. Investors should know what they are paying for and how they are paying. That’s why each CPWA® professional will disclose fully all services provided and compensation received, as required by agreeing to adhere to the IMCA Code of Professional Responsibility. CPWA® professionals must demonstrate five years of client- centered experience and spend a material amount of their business hours working directly with high- net-worth clients. This helps ensure that you are working with someone with relevant experience to address your unique needs.

For more information on this program, please visit IMCA®  at https://www.imca.org/certified-private-wealth-advisor-certification-program

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