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Maintaining your CWS®
Individuals/Topics & Objectives

Topics & Objectives

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CWS I - Sales and Practice Management Skills®
Certified Wealth Strategist® Program

  1. Investments
  2. Liabilities
  3. Insurance
  4. Executive Compensation
  5. Protection Strategies
  6. Qualified Retirement Plans/IRA Distributions
  7. Business Succession Planning
  8. Gifting
  9. Charatible Gifting to Family and Descendants
  10. Distribution of Wealth at Death
CWS II - Client Interaction Skills®
In this class students will:
  1. Use Comprehensive Wealth Management to build value in the interviewing process
  2. Utilize appropriate techniques for warming up with various professionals and personality types
  3. Accurately collect comprehensive information about clients including current personal and financial situations and future expectations
  4. Describe the 13 Wealth Management Issues Interview and its purpose
  5. Facilitate a 13 Wealth Management Issues Interview with a client
  6. Describe the Seven Step Investment Interview and its purpose
  7. Describe the purpose and use of an ETHICAL Needs Analysis
  8. Facilitate a Seven Step Investment Interview and ETHICAL Needs Analysis with a client
  9. Explain the five areas to question clients in order to surface their specific issues
  10. Understand the financial issues to surface in the interview in order to move the sales process forward
  11. Understand and be able to take the steps necessary at the end of the interview to set up the next step which may include a presentation
  12. Facilitate other interviews with a client such as Insurance, IRA/QRP, Liabilities/Credit, Business Succession Planning, Trust

The Capstone Project

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

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