Announcing CPWA Co-hort for Morgan Stanley Advisors
APIC is an association made up solely of Morgan Stanley Financial Advisors. Established in 1991, the organization has worked for over 30 years to improve the practices of our members by providing a forum to share best practices and bring together a community within Morgan Stanley.
The CPWA Co-hort
In 2025, APIC put together its first-ever partnership with Investments & Wealth Institute by offering a private cohort to obtain a CIMA designation. The organization is now working to offer the same opportunity for CPWA. To participate in this opportunity, you do not need to be a member of APIC, but you must be an employee of Morgan Stanley. If you would like more information, would like to review our recent webinar, or would like to apply, email seth@apicms.org.
THE DETAILS
What if one credential could set you apart as the go-to advisor for high-net-worth and ultra-high-net-worth clients—while boosting your income and assets under management?
That’s exactly what the Certified Private Wealth Advisor® (CPWA®) designation delivers. Unlike broad financial planning certifications, the CPWA® program is laser-focused on advanced wealth strategies, including:
Tax optimization and planning
Multi-generational wealth transfer
Business succession and legacy planning
Risk management and behavioral finance
The results speak for themselves:
CPWA® professionals earn $113,000 more annually on average than their non-certified peers.
73% of CPWA® holders manage more than half of their clients’ investable assets—and are more likely to oversee $1B+ AUM.
Now, through the exclusive APIC CPWA Cohort, you’ll gain access to benefits you won’t find anywhere else:
✅Accelerated course — complete certification one month faster
✅ APIC Program discount — $200 savings off tuition
✅ Travel covered — hotel for 3 nights and up to $500 reimbursement for flights (valued up to $1,500)
✅ Free retest (a $795 value)
✅ APIC MEMBERS ONLY: Unique deferred payment option — lower upfront cost and delayed payment to minimize advanced cash outlay by participants.
This is your opportunity to distinguish yourself as a trusted advisor to the most discerning clients—while maximizing your earning potential.
The total cost of this course is $6795, of which $5000 is eligible for firm tuition reimbursement. To apply:
1) If you will be seeking tuition reimbursement from the firm, review the Tuition Reimbursement Policy below (internal Only link).
2) Complete the MS Tuition Reimbursement Form and submit to your branch manager for approval.
2) Apply with Investments & Wealth. You will need to pay the full $6795 up-front. This fee is refundable if you are not accepted into the class, or cancel within IWI's cancellation guidelines.