Monica McCarthy Earns Advanced Wealth Management Certification— Certified Private Wealth Advisor®
by Seascape Capit… on Oct 17, 2017
Monica McCarthy, CFA®, CDFA™, CPWA®, President and Chief Investment Officer at Seascape Capital Management, LLC recently earned the Certified Private Wealth Advisor® certification, which is the only advanced credential designed for wealth managers who advise high-net-worth clients.
Per the Investment Management Consultants Association, this advanced credential was created specifically for wealth managers who work with high-net-worth individuals, focusing on the life cycle of wealth, accumulation, preservation, and distribution. Earning this certificate furthers Monica’s knowledge and ability in identifying and analyzing the unique challenges high-net-worth individuals face and how to develop specific strategies to minimize taxes, monetize and protect assets, maximize growth, and transfer wealth.
To earn certification, CPWA professionals must meet a five-year experience requirement, successfully complete coursework in advanced wealth management strategies, and pass a comprehensive examination covering 11 core topics, including applied behavioral finance, charitable giving, estate planning, and wealth transfer. To maintain certification, CPWA professionals must meet ongoing continuing education requirements and adhere to IMCA’s Code of Professional Responsibility. IMCA® awards CPWA certification. Visit www.IMCA.org for more information.