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Lesson Completion

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For Individuals

Learning Design

Program Components

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Lesson Completion

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Continuing Education

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Maintaining your CWS®
Institutions/Topics & Objectives

Topics & Objectives
Click here to download or view Complete Topics & Objectives (PDF)

 

CWS® Practice Management Skills (Growing Your Business I)
for the Certified Wealth Strategist® Program

 

  
 

Module 1
Creation and Growth of Wealth

  1. Investments Issues of Affluent and High Net Worth Clients and
    Asset Classes and Their Characteristics Reference Guide
  2. Liabilities Issues of Affluent and High Net Worth Clients
 
 

Module 2
Preservation and Protection of Wealth

  1. Insurance Issues of Affluent and High Net Worth Clients
  2. Compensatory Stock Option Issues of Affluent and High Net Worth Clients
  3. Titling of Asset Issues, Choice of Executor/Trustee Issues, Durable Power of Attorney Issues of Affluent and High Net Worth Clients
    
 

Module 3
Distribution of Wealth during Life

  1. Qualified Retirement Plan/IRA Distribution Issues of Affluent and High Net Worth Clients
  2. Business Success Planning Issues
  3. Gifting During Life Issues of Affluent and High Net Worth Clients
  4. Charitable Gifting During Life and at Death Issues of Affluent and High Net Worth Clients
  
 

Module 4
Distribution of Wealth at Death

  1. Distribution of Wealth at Death for Tax Efficiency and Control
  
 

CWS® Client Interaction Skills (Growing Your Business II)
for the Certified Wealth Strategist® and Capstone Project Planning

 

  
 

The Capstone Project

 

  

Click here to download or view Complete Topics & Objectives (PDF)

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

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