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®
Institutions/Registration
Registration

Prerequisites to CWS®

  • Must have 3+ years experience in the financial services industry
  • Must have significant experience in a client-facing role, or a 4-year degree from an accredited school.

CWS® Program Components

  • Sales and Practice Management (CWS® I) - materials, tuition
  • Directed Self Study Guides
  • E-learning
  • Wealth Management Advisor audio series
  • Client Interaction Skills (CWS® II) - materials, tuition
  • Mastery Exams (10)
  • Capstone Project
    Additional resource books: Critical Concerns of Estate Planners and Concepts for Professionals by Cannon Financial Institute

For more information on hosting a Certified Wealth Strategist® program of study with your firm or to learn more about our In-house opportunities please contact Cindy Hooper, CWS® Product Manager
Phone: 706-389-7647
Email:chooper@cannonfinancial.com

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

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