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.


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CWS - Chicago IL 8/27-28, 2012
CWS - Atlanta GA 10/22-23, 2012
   
   
Registration Info - Register Now  

2012 Federal Tax Guide - View and Download




Find out how Certified Wealth Strategist® stacks up against other Financial Services Industry designations...  view table

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

"This was truly the greatest program I have ever taken. It has made me comfortable, and confident, that I can tighten up the parts of my practice that need attention." view more