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Maintaining your CWS®
Individuals/Registration
Registration

Class Locations and Dates
CWS® I & CWS® II class sessions will be taught in separate classrooms at ALL locations.

2010 Locations
Feb. 8-9 - Austin, TX - Hilton Garden Inn Downtown
Apr. 26-27 - San Francisco, CA - Airport Embassy Suites
Jul. 26-27 - Minneapolis, MN - Airport Embassy Suites
Oct. 25-26 - Atlanta, GA - Airport Hilton

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 - Practice Management Skills (Growing Your Business I) – included materials, tuition, breakfast, lunch
  • Directed Self Study Booklets (10)
  • E-learning lessons (10)
  • Wealth Management Advisor audio series
  • CWS® II - Client Interactions Skills (Growing Your Business II) – includes materials, tuition, breakfast, lunch
  • Mastery Exams (4)
  • Capstone Project (Final Exam)
  • Additional resource books:  Estate Planning for Professionals by Roy Adams 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 706-389-7646. 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 (Growing Your Business II)-includes materials, tuition,  breakfast, lunch.
  • Mastery Exams (4)
  • Capstone Project (Final Exam)
  • Additional resource books:  Estate Planning for Professionals by Roy Adams 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 706-389-7646 to register.

  • Upon registration you will receive:
  • A confirmation into Growing Your Business II (CWS® 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

3) CURRENTLY ENROLLED IN THE CWS® PROGRAM OF STUDY and need to register for CWS® Client Interaction Skills (Grow Your Business II). 

Package includes:

  • CWS® II Client Interaction Skills (Growing Your Business II)- materials, tuition, breakfast, lunch.

To Register for CWS ® II- Please fill out this form and fax it to 706-353-3994 or contact Cannon's Registrar at 706-389-7646.

  • Upon registration you will receive a confirmation for Growing Your Business II (CWS® Client Interaction Skills).
  • Upon completion of CWS® Client Interaction Skills you will be required to complete your Capstone Project and submit to CWS® as a final component within the program of study

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

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