Welcome

This highly acclaimed program is one of the fastest growing certifications in our industry. Why? Because the CWS®, is about both knowledge and application.

Only one certification provides the knowledge, the practice management formula, and the critical client interaction skills to actually create and build a Wealth Advisory practice, The Certified Wealth Strategist®.

Within this site you will find everything you need to know regarding the CWS® designation such as the program of study, CWS® governance, CWS® Practitioner resources & tools, how to maintain your certification and the latest industry news & updates.

Volatile Market... What are you telling wealthy clients? Featuring Roy M. Adams, Esq.

"CWS® vs. Non-CWS®"
Check back for results...January 2009
We have begun to gather data to show the impact that the CWS® can have for the participant. Analyses of the early results are here...view results
Of the many benefits to obtaining your CWS® certification you will also be able to apply your learning experience to obtain CE with other agencies and organizations...read more

The Certified Wealth Strategist® Education and Designation have been developed by the Cannon Financial Institute.

The information appearing on this website is provided for general guidance purposes only. While information is obtained from sources deemed to be reliable, accuracy cannot be assured. Such information is not intended to provide tax, business, investment or legal advice to any individual or entity. At certain points, this website includes links to other websites. Cannon Financial Institute, Inc. provides these links for your convenience and these links do not imply Cannon's sponsorship or approval of these sites. When you access one of these sites, you are leaving Cannon's homepage. Readers are urged to consult with their own advisers before taking action based on any information appearing on this website or any website to which it may be linked.