Learning Design

Program Components

Due Diligence

Benefits

Topics & Objectives

Lesson Completion

Registration

FAQ´s


Learning Design

Program Components

Benefits

Topics & Objectives

Lesson Completion

Registration

FAQ´s


How to File

Maintaining your CWS®
Continuing Education/How to File
How to File

Currently, the CWS® has partnered with the CFP® and the CTFA™ to apply CE credits. We do not accept any insurance or attorney CE. For more information regarding Cannon CE contact Laurie Frye at lfrye@cannonfinancial.com.

Program Components CFP (PACE) Credit Hours Approved

43

CTFA Credit Hours Pending

12.5

CIMA CE Hours Approved


40

Other Groups

CLE, CPE, FINRA (Series 7)

CWS I     15  
Directed Study 3 Per Module 12.5 10  
CWS 2 10   15  

 

Cannon/CWS® to file: Participant to file Participant to File FILING

 

Cannon/CWS® must have participants last 4 digits of Social OR CFP registrant # to apply for CFP CE hours

*Cannon will file

Individual is responsible for submitting a certificate of attendance to CTFA to apply for CTFA CE hours

Individual is responsible for completing and submitting to CIMA in order to receive CE credit CLE is based on individual request for credit. Must request CE when registering for CWS® program

 

The Certification “Award Letter” serves as your certificate of attendance

 

The Certification “Award Letter” serves as your certificate of attendance

Designees must identify which part of the CWS program was completed

CPE-is determined by the # of class hours-16 total with CWS®-NASBA Sponsor #- 103655

 

Cannon will submit to CFP for CE only upon completion and passing of the entire program of study

The individual may submit to CTFA for CE only upon completion and passing of the entire program of study

The CWS program is approved by IMCA in support of the CIMA®, CIMC® and CPWASM designations

FINRA(Series 7)-Cannon does not apply; participant may apply on their own

Questions regarding filing your CWS® program of study towards CFP, CTFA and CIMA please notify
Laurie Frye, Cannon CE Coordinator, at 706-353-3346 or lfrye@cannonfinancial.com