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The Program
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Throughout The Program section you will be provided benefits and testimonials, a comprehensive outline of the CWS® program of study along with the components of the blended learning suite.
The Certified Wealth Strategist® designation prepares practitioners and organizational leaders to better serve the high net worth market - particularly those seeking to move away from a transaction-based business to a consultative, comprehensive practice management and client service model.
Developed in response to what financial service professionals have asked for…
- Efficient and effective training methods
- Strong return-on-investment from training
- Robust curriculum requiring more than rote memorization
- Skills and knowledge integrated with business planning
- An application-based certification which helps financial service professionals identify clients’ issues, pull in resources/specialists, implement solutions, and monitor and expand relationships over time
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The CWS® designation’s 6-month program provides financial services professionals an additional level of knowledge to both competently and confidently acquire, retain and serve affluent and high net worth clients. The program is designed to provide the knowledge and skill sets needed to work with more complex client issues than merely investments.
The CWS® program content covers these business building areas:
- Practice Management - “The Blueprint”
- The 13 Wealth Management Issues - a technical drilldown into the 13 critical issues all high net-worth clients face
- Client Interaction Skills –“effective conversations with clients”
- Business Plan Framework
- Understands and uncovers the key wealth issues faced by the client
- Understands their client’s situation, future, feelings, and family dynamics
- Reconciles any gaps within the clients’ wealth strategy
- Places issues in the context of a wealth management strategy
- Forms reasonable and logical opinion for addressing each set of issues
- Introduces appropriate resources, such as: Attorney’s, CPA’s etc.
- Is an emotional counselor that utilizes a disciplined process to stay the track to achieve the clients’ goals
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