Welcome to CWS

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.


CWS® Recommends Transitions Magazine

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CWS - Atlanta GA 10/25-26, 2010
CWS - San Francisco CA 3/28-29, 2011
CWS - Philadelphia PA 5/9-10, 2011
CWS - Chicago IL 9/19-20, 2011
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Recent research conducted with Registered Rep confirms a Certified Wealth Strategist® is more equipped to guide and serve their clients in this turbulent market  view results

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