For Institutions

Learning Design

Program Components

Due Diligence

Benefits

Topics & Objectives

Lesson Completion

Registration

FAQ´s

For Individuals

Learning Design

Program Components

Benefits

Topics & Objectives

Lesson Completion

Registration

FAQ´s

Continuing Education

How to File

Maintaining your CWS®
The Program/Institution
The CWS® for Institutions
Are your people confident and competent in their conversations with wealthy clients and prospects? No? Not sure? Your firm’s success depends on it. We can help with an approach that works and has proven to grow your business dramatically.

This highly acclaimed program is one of the fastest growing certifications in our industry, because it is about both knowledge and application – it is about the financial service professional’s goal to become their clients’ “trusted advisor”.

The Certified Wealth Strategist® designation is a practical, application-based certification program in wealth management. The program provides the knowledge, the practice management formula, and the critical client interaction skills to create and build a dynamic Wealth Advisory practice that works effectively with complex client issues.

 

Based on Cannon Financial Institute's signature approach to wealth management, the program utilizes blended learning that includes instructor-led training, on-line e-learning modules and mastery exams, assigned readings with case studies, and a Capstone Project where participants develop a business framework to apply new skills to their actual practice. The CWS® certification is earned by financial service professionals only after successfully completing the comprehensive, applications-oriented training program.

The bottom line: your financial service professionals become far more effective and your business grows.

Of the many benefits to obtaining your CWS® certification you will also be able to apply your learning experience to obtain CE with other agencies and organizations...read more

 

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

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