Class Locations and Dates
CWS® I & CWS® II class sessions will be taught in separate classrooms at ALL locations.
2012 Locations
Feb. 27-28 - San Francisco, CA - Hilton Financial District
Apr. 16-17 - Philadelphia, PA - Location TBA
Aug. 27-28 - Chicago, IL - Location TBA
Oct. 22-23 - Atlanta, GA - AMA Executive Conference Center
Prerequisites for CWS®
- Must have 3+ years experience in the financial services industry
- Must have significant experience in a client-facing role, or a 4-year degree from an accredited school.
You have 3 Registration options:
1. You want to register for the complete package
2. You have taken Growing Your Business I (CWS® Practice Management Skills) and would like to opt in to the CWS® program of study
3. You are currently enrolled in the CWS® program of study and have not registered for the second Instructor-led session: Growing Your Business II(CWS® Client Interaction Skills)
1) COMPLETE PACKAGE $3200
The complete package includes the following:.
- CWS® I - Sales & Practice Management Skills – included materials, tuition, breakfast, lunch
- Directed Self Study Booklets (10)
- E-learning lessons (10)
- Wealth Management Advisor audio series
- CWS® II - Client Interaction Skills – includes materials, tuition, breakfast, lunch
- Mastery Exams (4)
- Capstone Project (Final Exam)
- Additional resource books: Critical Concerns of Estate Planners and Concepts for Professionals by Cannon Financial Institute.
Please choose your starting location to take the CWS® I class from the locations listed above and Register Online or contact Cannon's Registrar at 706-389-7632. On-site registration is available at 7:30 a.m. on the Monday morning of class.
- Upon registration you will receive a confirmation into Growing Your Business I (CWS® Practice Management Skills) session.
- After completing this session you will receive a welcome packet into the Certified Wealth Strategist® via email.
- And within 2 weeks after receiving the CWS® welcome packet in your email a directed study kit will be mailed to you
2) OPT IN TO CWS® ($2200) - I have taken Cannon's Growing Your Business I and want to enroll in the CWS® program.
The Opt-in package includes the following:
- Directed Self Study Booklets (10)
- E-learning lessons (10)
- Wealth Management Advisor audio series
- CWS® II - Client Interactions Skills - includes materials, tuition, breakfast, lunch.
- Mastery Exams (4)
- Capstone Project (Final Exam)
- Additional resource books: Critical Concerns of Estate Planners and Concepts for Professionals by Cannon Financial Institute
You will need to choose a location from the locations listed above to take CWS® II - Client Interaction Skills. contact Cannon's Registrar at 706-389-7632 to register.
- Upon registration you will receive:
- A confirmation into CWS® II - Client Interaction Skills session.
- A welcome packet into the Certified Wealth Strategist® via email.
- Within 2 weeks after receiving the CWS® welcome packet in your email a directed study kit will be mailed to you
