What is the Certified Private Wealth Advisor?

The Certified Private Wealth Advisor is a globally recognised professional certification by the Global Leadership Institute (GLI), designed to equip professionals with advanced competencies in Soft Skills & Personal Dev..

How long does this certification take?

The programme is 8 Week and can be completed at your own pace through our self-paced online option, or alongside live virtual sessions.

Is this certification globally recognised?

Yes. GLI certifications are internationally recognised and carry CPD credits, making them valuable for career advancement worldwide.

What level is this certification?

This is a Intermediate Level certification, suitable for professionals with relevant experience or background in the field.

You can enrol by emailing info@leadership.co.ke, contacting us via WhatsApp at +254 722 223 084, or filling the enrolment form below.

Certified Private Wealth Advisor (CPWA) | Online Certification

Executive Summary

Certified Private Wealth Advisor

Designed for today’s high-impact professionals, the Certified Private Wealth Advisor (CPWA) delivers a rigorous Intermediate-level curriculum that equips participants with the knowledge, tools and frameworks needed to excel in human resource management, talent development and organisational effectiveness.

This 8 Week programme is structured around SHRM, CIPD and ILO Labour Standards, ensuring every graduate applies internationally validated methods to real-world challenges.

GLI’s CPWA holders are recognised by leading organisations across Africa, the Gulf, Europe and the Americas as qualified, results-driven professionals. Whether you are advancing your current career or transitioning into new responsibilities, this certification provides the competitive edge you need in 2026 and beyond.

Programme Overview

Certification at a Glance

Certification

Certified Private Wealth Advisor

Acronym

CPWA

Who Should Enrol?

Planning, Budgeting and Provision — applied to your own work
Control Over Tax Processes — applied to your own work
Cross-Border and Currency Matters — applied to your own work
Accounting Basis and Tax — applied to your own work
Records, Evidence and Audit — applied to your own work
Compliance and Regulatory Duty — applied to your own work

Programme Inclusions

Everything Included in Your Enrolment

All study materials and study guide
Access to GLI online learning portal
Online examination and assessment
Digital certificate and digital badge
Physical certificate (shipped to you)
CPD credits for professional bodies
GLI alumni network membership
Facilitator and tutor support
Resource downloads and reference library
Automatic enrolment confirmation

Certification Benefits

Why This Certification Matters for Your Career

Career Advancement

Accelerate your career towards CHRO and senior people-management roles

Professional Recognition

Credential aligned with SHRM, CIPD and ILO Labour Standards

Leadership Capability

Develop the strategic and operational skills to lead complex human resource management functions

Organisational Impact

Design and implement human resource management systems that drive performance and measurable results

Compliance Readiness

Master the standards, compliance and ethical governance central to human resource management

Global Employability

Qualify for human resource management roles across multinationals, NGOs and international organisations worldwide

Competency Framework

Core Competencies You Will Develop

✦Talent Acquisition, Resourcing and Onboarding

✦Learning, Development and Talent Management

✦Performance, Reward and Employee Relations

✦HR Strategy, Analytics and Workforce Planning

✦Employment Law, Compliance and HR Governance

✦Professional Ethics and Governance

Course Curriculum

Programme Modules

Click any module to explore the detailed curriculum topics included in this certification.

Foundations and Strategic Context of Certified Private Wealth Advisor

Certified Private Wealth Advisor: industry context, trends and professional standards
The banking system, intermediation and financial markets
Types of banks and financial institutions
Banking products, services and delivery channels
The regulatory landscape and central banking
Roles, conduct and professional standards in banking
The bank balance sheet and how banks make money
Financial inclusion and the evolving customer
Ethics and integrity in banking
Digital disruption and the future of banking
Career pathways and professional development

Planning, Budgeting and Provision

Budgeting, forecasting and variance analysis
Accrual accounting and the profit-cash gap
Investment appraisal and the cost of capital
Statutory compliance and filings
Regulatory reporting and disclosure
Managing tax risk and audits
Ethics and transparency in tax
Reading financial statements as a manager
Internal control and the fraud triangle
Audit evidence, sampling and professional scepticism
Credit assessment and the five Cs
Expected credit loss and portfolio quality
AML, KYC and financial crime prevention
Treasury, liquidity and currency exposure
Financial regulation and prudential supervision

Control Over Tax Processes

Internal control and the fraud triangle
Audit evidence, sampling and professional scepticism
Financial regulation and prudential supervision
Card and data security (PCI DSS)
Analytical techniques and bias
Preparing financial statements
Digital currencies and CBDCs
Regulatory and compliance requirements
Financial reporting frameworks (IFRS/GAAP)
Emerging payment technologies
Interpreting financial statements
Reporting quality and governance
Management accounts and dashboards
Tax administration and compliance
Budget vs actual and variance

Cross-Border and Currency Matters

Treasury, liquidity and currency exposure
Financial regulation and prudential supervision
Investment appraisal and the cost of capital
Quality, accuracy and error reduction
Continuous improvement and lean finance
Cost-to-serve and value-for-money analysis
Finance maturity assessment
Driving measurable financial improvement
Capstone scoping: a real financial problem or decision
Data gathering and financial analysis
Building a model, budget or business case
Risk assessment and sensitivity analysis
Recommendations and decision support
Cost and profitability analysis
Forecasting and planning

Accounting Basis and Tax

Accrual accounting and the profit-cash gap
Reading financial statements as a manager
Financial regulation and prudential supervision
Data visualisation for finance
Decision support and insight
Communicating financial results
Psychodynamic and psychoanalytic approaches
Attachment and developmental theory
Professional roles, boundaries and settings
Managing boundaries and dual relationships
Peer support and consultation
Assets, liabilities and equity reporting
Duty of care and risk management
Record-keeping and data protection
Ratio and trend analysis

Records, Evidence and Audit

Audit evidence, sampling and professional scepticism
Internal control and the fraud triangle
Reading financial statements as a manager
Board reporting and investor relations
Business partnering with the enterprise
Mergers, funding and growth strategy
Crisis, resilience and contingency planning
Stakeholder mapping for the finance function
Board and executive financial reporting
Investor relations and market communication
Business partnering and influencing
Presenting financial information clearly
Negotiation with banks, investors and suppliers
Managing audit and regulator relationships
Financial storytelling and data visualisation

Compliance and Regulatory Duty

Financial regulation and prudential supervision
AML, KYC and financial crime prevention
Internal control and the fraud triangle
Trade finance and letters of credit
Complaints, accountability and fitness to practise
Evidence-based improvement
Managing risk and difficult cases
Lessons learned and development
Cheque clearing and processing
Designing and facilitating groups
Psychoeducation and workshops
Back-office processing and controls
Working with organisations on wellbeing
Designing an intervention or programme
Professional case study and presentation

Legal and Regulatory

Evidence-based practice
Regulatory compliance in operations
Regulatory capital for credit
Recovery and legal remedies
Regulatory capital and ratios
Regulatory compliance and professional duty
Payroll, statutory deductions and employment cost
Payment regulation and oversight
Treatment planning and review
Legal responsibilities and professional bodies
Goal setting and contracting
Policy administration and customer service in insurance
Insurance regulation and consumer protection
Vendor, venue and supplier contracting for events
Regulation of transport: authorities, conventions and licensing

Data and Reporting

Managing complexity and comorbidity
Workplace and organisational contexts
Goal setting and action planning
KPIs and performance reporting
Reporting automation
Data security and confidentiality
Working papers and evidence
Findings, rating and reporting
Audit committee reporting
Substantive and analytical procedures
Audit opinions and reporting
Data analytics and predictive finance
Cybersecurity and financial data protection
Audit evidence, sampling and testing
Governance of controls and reporting

Analysis and Decisions

Accountability and follow-through
Wellbeing and resilience coaching
Valuation and security analysis
Trend, common-size and comparative analysis
Pricing, contribution and product decisions
Make-or-buy and outsourcing decisions
Investment and disinvestment decisions
Costing methods and relevant cost for decisions
Personas and needs analysis
Customer effort and sentiment analysis
Churn analysis and prevention
Competitive analysis and differentiation
Market and customer analysis
Budget, ROI and feasibility analysis
Account planning and whitespace analysis

Operations and Process

Advisory and non-financial services
Digital financial services
Portfolio quality and risk
The finance operating model and business partnering
Finance transformation and target operating models
Process re-engineering and shared services
Process efficiency and cycle-time metrics
Reporting quality and earnings management risks
Transaction lifecycle and processing
Measuring coaching outcomes
Process improvement and automation
Service levels and quality
Approval processes and delegation
Building a service culture
Leading service projects and change

Leadership and Management

Payment risk types and management
Tax risk management
Strengths, flow and engagement
Meaning, purpose and values
Outcome and process measures
Operational risk management
Portfolio management and reporting
Cash and liquidity management
Financial risk types and management
SME portfolio management
Data, records and confidentiality tech
Team leadership within finance
Change management in finance
Working capital management and the cash cycle
Cash flow forecasting and liquidity management

People and Development

Development banking principles
Appraisal of development projects
Building a finance career and professional development
Managing resistance and upskilling teams
Managing virtual and cross-cultural teams
Building high-performing project teams
Sales enablement and coaching
Team leadership in sales and marketing
Team leadership in field and project settings
Practice management systems
Quality monitoring and coaching
Leading remote and hybrid teams
Team diversity and inclusion
High-performance team rituals and cadence
Creating a coaching culture

Communication

Stakeholder communications
Ethics in communications
Communications strategy and planning
Internal communications
Corporate social responsibility communications
Presentation and public speaking
Professional report and presentation
Voice, communication and delivery
Safety communication and campaigns
Communicating risk to the workforce
Toolbox talks and safety communication
Integrated marketing communications
Professional presentation and pitching
Media and public communication
Facilitation, training and public presentation skills

Stakeholders and Clients

Client feedback and satisfaction
Psychometric and screening tools
The project environment and stakeholders
Stakeholder and sponsor management
Stakeholder rights and fair treatment
Delivery, quality and stakeholder plan
Stakeholder identification and analysis
Stakeholder engagement strategy
Managing expectations and influence
Negotiation and conflict management
Building project relationships
Stakeholder mapping in banking
Negotiation and influencing
Relationship management and cross-selling
Wealth, SME and corporate relationships

Markets and Customers

Transfer pricing documentation
Emerging tools and innovation
Loan structuring and pricing
Market risk and VaR
Transfer pricing and international tax
Fees, pricing and interchange
Transfer pricing basics
The marketing concept and customer orientation
Brand and reputation as strategic assets
Innovation and new product launch
Brand safety and responsible marketing
Sustaining strategic customer focus
Customer and journey analysis
Operational efficiency and productivity
Customer experience strategy

Technology and Systems

Working with referrers and multidisciplinary teams
Digital and internet banking
Treasury technology and systems
Digital and alternative-data credit
Digital finance and automation roadmaps
Innovation and fintech partnerships
Enterprise resource planning (ERP) and finance systems
Automation, RPA and the digital close
Cloud finance and system integration
Digital finance, mobile money and payment operations
Payment innovation and fintech
Digital tax administration
Portfolio and resource management systems
Automation in project delivery
Emerging project technologies

Strategic Context

Investment strategy and allocation
Hedging strategies and instruments
Financial strategy and capital allocation
Communicating with families and carers
Collections strategy
Business case and strategic alignment
Strategic alignment of investments
Product and portfolio strategy
Go-to-market and channel strategy
Growth strategy and demand generation
Measuring growth and transformation impact
Key account management strategy
Building strategic customer relationships
Competitive and market intelligence
Translating insight into strategy

Projects and Delivery

Tax planning vs avoidance vs evasion
Audit programmes and fieldwork
Planning and understanding the entity
Project finance structures
Leading finance projects and change
Forecasting and planning (FP&A)
Tax planning, avoidance and evasion distinguished
Policy, planning and objectives
Scenario planning and foresight
Negotiation strategy and planning
Programme governance
Developing the project business case
Project budgeting and financial control
Financial risk in projects
Realising and measuring project value

Performance Measurement

Performance and SLAs
Professional writing and reports
Psychoeducation and public communication
Performance measurement and attribution
Corporate objectives and shareholder value
Finance KPIs and the finance scorecard
Interpreting financial performance
Managing schedule and budget performance
Agile metrics and velocity
Setting objectives and marketing KPIs
Marketing and sales KPIs and dashboards
Performance management systems and cycles
Performance measurement and KPI dashboards
Continuous feedback and performance conversations
Managing difficult conversations

Procurement and Suppliers

Value-chain and supply-chain finance
Payables, procurement controls and supplier fraud
Conflicts of interest and procurement ethics
Procurement and contract value
Procurement and contract management
Vendor selection and management
Supply market analysis
Supply analysis, gaps and scenario planning
Procurement and supply chain: scope and value
The procurement cycle and operating models
Procurement’s contribution to organisational strategy
Public versus private procurement
Supply markets and the enabling environment
Digital procurement and the future of the profession
Sustainable procurement principles and standards

Ethics and Conduct

Data ethics and privacy in finance
Ethics in tax practice
Ethics, transparency and reputation
Ethics and suitability
Professional ethics and codes (IFAC, ACCA, CIMA)
Ethical principles and codes of practice
Sustaining ethical, effective practice
Ethical frameworks and codes of practice
Driving effective, ethical outcomes
Ethical, risk and feasibility considerations
Ethics of technology in practice
Data ethics, privacy and responsible analytics
Ethics and duty of care
Professional ethics and duty of care
Ethical decision-making under pressure

People Administration

Workforce management and scheduling
Workforce planning and scheduling
Employee experience and engagement
Customer and employee satisfaction
Employee engagement models and drivers
The employee lifecycle and HR value chain
Strategic workforce planning and demand forecasting
Workforce and shift management in retail
Employer branding and employee value proposition (EVP)
Employee voice, surveys and action planning
Employee and manager self-service
Workforce reporting and storytelling with data
Cost of workforce and ROI of HR interventions
Talent, succession and workforce learning
Digital HR and the employee experience platform

International and Currency

Foreign exchange and currency risk
International and cross-border tax
Traceability, certification and export requirements
Building trust and engagement
Governance of operations
Credit risk measurement
Credit risk governance
Leading groups and workshops
Corporate governance and the finance role
Interest-rate risk and hedging
Tax compliance and the tax risk agenda
Collaboration and teamwork

Change

Measuring transformation impact
Change and adoption in projects
Agile and digital transformation projects
Measuring change and project impact
Baseline setting and change control
Sales and marketing transformation
Writing advisory reports that drive decisions
Digital and market transformation
Behaviour change and adoption of innovations
Customer experience transformation
Digital and self-service transformation
Change talk and readiness
Habit change and behaviour design
Change control and configuration
Organisational change management

Sustainability and ESG

Sustainability of microfinance
Sustainability and responsible finance
Embedding sustainability in sourcing
Mine water, tailings and environmental management
Integrated and sustainability reporting
Sustainability and social impact in projects
Market analysis and environmental scanning
Sustainability and responsible marketing
Carbon markets and climate finance
Monitoring sustainability outcomes
Monitoring, evaluation and sustainability plan
Environmental legal compliance
Sustainability and climate responsibility
Environmental monitoring and reporting
Continuous environmental improvement

Learning and Research

Building the learning brand
Aligning learning to performance
Leading the learning function
Training needs analysis and learning strategy
Instructional design and blended learning
Knowledge management and capability building
Learning technologies and the LMS
Monitoring, evaluation and learning for accountability
Evidence-based practice and research literacy
Lessons learned and knowledge management
Market research design and methods
Qualitative and quantitative research
Projects, programmes and portfolios
Complaint data and learning
Training and capability building

Financial Practice

Business intelligence and finance dashboards
Reconciliations and the financial close
Corporate income tax and computations
Financial inclusion and serving underbanked markets
Corporate income tax computation
Tax compliance and returns
Managing tax audits and queries
Keeping current with tax change
Concessional and blended finance
Infrastructure and PPP finance
Sector-focused SME finance
Microfinance models and methodologies
Financial risk: credit, market, liquidity, operational
Data-driven and real-time finance
Benchmarking finance against best practice

Banking and Financial Services

Consumer, SME and corporate credit
Stress testing credit portfolios
Credit bureaus and data
Credit and counterparty risk
Investment of surplus funds
Insurance, risk transfer and retained risk
Development banking and project finance
SME lending and value-chain finance
Microfinance and group lending
Financial inclusion and agency banking
Digital credit and alternative data
Alternative investments
Return on investment and impact
Real options and strategic investment
Income capitalisation and investment value

Risk and Control

Fraud risk, prevention and detection
Risk assessment and safety planning
Project governance and assurance
Project governance frameworks
Compliance and regulatory projects
Leading project governance
Health, safety and compliance in delivery
Monitoring, control and reporting
Time and cost control
Risk identification and analysis
Qualitative and quantitative risk analysis
Headcount budgeting and establishment control
Vendor management and system governance
Project management standards (PMI, PRINCE2)
Project roles and the project manager

Learning Outcomes

What You Will Achieve

Planning, Budgeting and Provision — applied to your own work
Control Over Tax Processes — applied to your own work
Cross-Border and Currency Matters — applied to your own work
Accounting Basis and Tax — applied to your own work
Records, Evidence and Audit — applied to your own work
Compliance and Regulatory Duty — applied to your own work

Enrolment Process

How to Get Certified

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Step 1: Choose Your Certification

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Step 3: Study in the GLI Learning Portal

Work through 30 structured modules and 150 lessons at your own pace, with downloadable resources and expert-designed content — all inside the LMS.

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Sit your final examination online, earn your certificate instantly, and receive a globally verifiable Certificate ID — plus GLI Alumni Network access.

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Frequently Asked Questions

Common Questions

What is the CPWA certification?

Yes. GLI certifications are recognised across 100+ countries and are aligned with SHRM, CIPD and ILO Labour Standards. Graduates receive a digital certificate, a physical certificate and CPD credits recognised by employers worldwide.

Who should enrol in the CPWA?

This certification is ideal for HR Managers and Directors, HR Business Partners, Learning and Development Managers and Employee Relations and OD Specialists, and other professionals seeking to formalise their expertise in human resource management, talent development and organisational effectiveness with a globally recognised credential.

How long does the CPWA certification take to complete?

The programme is structured over 8 Week and offers flexible learning modes. Self-paced learners can progress at their own schedule, while live virtual participants follow a structured cohort schedule with facilitator-led sessions.

Is the CPWA internationally recognised?

What is the cost of the CPWA certification?

The Certified Private Wealth Advisor is offered in two formats: Self-Paced at USD 349 and Live Virtual at USD 549. Corporate group rates are available for organisations enrolling 5 or more participants. Contact GLI for a bespoke corporate training quotation.

What does the CPWA certification include?

Enrolment includes all study materials and study guides, access to GLI's online learning portal, online examination, digital certificate and badge, physical certificate (posted), CPD credits, GLI alumni network membership, and ongoing facilitator support.

What is the assessment format for the CPWA?

The Certified Private Wealth Advisor is assessed through an online examination consisting of multiple-choice questions, case study analysis, and practical application assignments. The assessment is designed to evaluate real-world competency, not just theoretical recall.

What CPD credits do I earn from the CPWA?

The Certified Private Wealth Advisor carries Continuing Professional Development (CPD) credits, which can be applied towards professional body requirements including recognised international professional associations.

Can I study the CPWA while working full-time?

Absolutely. The self-paced option is designed for busy working professionals and allows you to study when and where it suits you. Live virtual sessions are typically scheduled in the evenings or on weekends to accommodate professional commitments.

What career outcomes can I expect from the CPWA?

Graduates progress towards CHRO and senior people-management roles. The CPWA strengthens your expertise in human resource management, talent development and organisational effectiveness and positions you for advancement across multinationals, NGOs and international organisations.

Certified Private Wealth Advisor

Certified Private Wealth Advisor

Certification at a Glance

Who Should Enrol?

Everything Included in Your Enrolment

Why This Certification Matters for Your Career

Core Competencies You Will Develop

Programme Modules

What You Will Achieve

How to Get Certified

Common Questions

What Our Alumni Say

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