|
The blended learning approach integrates technical knowledge and client application and is a distinguishing feature of the CWS® program. The program blends the delivery of the content through multiple formats, and it blends knowledge and skills to provide a unique merger between academic study and real world application. Participants will engage in the following learning experience and activities:
Click here to download or view Program Components (PDF)
Participate in 2-day Instructor-led Session
Sales and Practice Management Skills (CWS® I)
- Blueprint for Growing Your Business
- Growing Organically
- Attracting New Clients
- Client Retention Branding Yourself and Your Business
Complete Directed Study
For each of the Ten Lessons:
Complete Study Guide Assignments
o Lesson Objectives
o Lesson Plan
o Core Reading Assignment
o Decision Tree(s)
o Case Studies
o Self-Assessment
Complete Assigned Readings
o Cannon Concepts assigned readings
o 21st Century Estate Planning: Practical Applications
Listen to the Wealth Management Audio Series assignments
o Growing Your Business With Ted Ridlehuber
o 13 Wealth Management Issues With Phil Buchanan
Complete the e-Learning Lessons
o Surfacing the Issues Video Vignettes
o Knowing Your Client Issues
o Case Studies
o Comprehensive Video Case Study
Prepare for the Capstone Project
o An ongoing inventory exercise for later use in final project planning: - 1. What are the key new knowledge points I have received from this lesson?
- What are the new issues I now plan to use in my client interviews and client situation analyses relating to investments?
- What process will I put in place to ensure I address the investments issues with clients?
- What are the resources I will use in analyzing client interactions and creating recommendations (list personal, firm, and outside resources)?
- What are the knowledge gaps that I will commit to filling to support my understanding of investments issues to better serve my clients (i.e., products, types, vendor, taxation, etc.)?
Upon completion of each Module, participants will assess their knowledge with a Mastery Exam
- Online
- Covering Module Contents
- Passing Score of 85%
Participate in 2-day Instructor-led Session
Client Interaction Skills (CWS® II)
- Delivery and Application
- Branding
- Interviewing
- Presentations
Complete the Capstone Project: On-Going
The Capstone Project includes a business plan and case study that demonstrates use of the knowledge and skills acquired during the Certified Wealth Strategist® program. Your Capstone Project will articulate your action steps for:
Client Interactions – including as appropriate topics, tools, and scripts
Business practices changes, actions, and tools
Resources, source, and location
Knowledge inventory, gaps and solutions, plan for continued study
All plans are evaluated against a rubric to determine if the applicant has successfully addressed all aspects of comprehensively managing wealth issues for clients with a plan for implementation.
Back to top |
