The learning methodology for the CWS® program of study is built around a proven learning design incorporating multiple formats to deliver the information and develop skills.
Click here to download or view Learning Design Methodology
The Certified Wealth Strategist® program’s curriculum is presented by blending six different educational formats to maximize the learning experience:
- Instructor-Led Training –Sales and Practice Management Skills (CWS® I) and Client Interaction Skills (CWS® II)
- Reading Assignments including Case Studies and Self-Assessments
- Audio Assignments
- Online Mastery Examinations
- Interactive e-Learning Lessons
- The Capstone Project
This multi-format presentation allows participants to accelerate the assimilation of
complex concepts in a mo re efficient and successful manner. It also allows advisors
to bring their new set of competencies to their clients, while minimizing the time
away from their primary job responsibilities.
Because the program assumes a base level of knowledge without expecting
participants to be experts in all four primary phases of wealth management, there is
a breadth of readings assigned to familiarize participants with specific terms,
definitions, rules, and concepts.
Participants can expect to learn the wealth management issues facing affluent clients
at all four primary phases. This knowledge is then applied to an interview process
that demonstrates the advisor’s capability and competence to the client and is
designed to instill confidence in the advisor’s ability.
The advisor will possess the ability to surface issues and hold meaningful discussions
with clients about their current situation, future, feelings, and family dynamics
pertaining to all of the wealth management issues to be addressed.
The advisor will gain the competence to identify issues and participate in the client
situation analysis with other experts as may be needed and be able to return to the
client with ideas, suggestions and alternatives for addressing the issues pertinent to
Back to top