"The Certified Wealth Strategist program is a very tactical and practical program that gives your advisors, and therefore the firm, executable ideas that they can use today to impact their business. Unlike other certifications that are more theoretical the CWS is a practical approach to growing your business… that is why we chose the Certified Wealth Strategist certification for our firm."
               Joel E. Marks
              Vice Chairman and CEO Advanced Equities Inc.

"This program was a phenomenal exercise. This certification fits the way wealth advisors think… This certification makes you realize how much money you are leaving on the table – and what to do about it!"
               Bishara Bahbah, PhD
               Morgan Stanley

"My success is due to the CWS program of study. I just completed the Capstone project and as I was learning I utilized the tactics immediately which resulted in obtaining a 7 figure estate- the lion share was from a competing broker."
              Dean Livingston Jr.
              Morgan Stanley

"The CWS program opened my eyes to areas that I needed to improve upon, or add to my practice, or expand upon. By the time I was finished, I had 10 projects that I was ready to get started on."
              Andrew K. Markham, RFC
              President, Markham Financial Services, Inc

"I’ve been using what I learned from this program and am happy to say that it is working for me. I only wish that I had been introduced to it earlier."
              Marque Cohen, Senior Vice President
              Morgan Stanley

"It was amazing to me how thought provoking the Capstone project became and the amount of time needed to complete. However, it has been an incredible process and learning tool! I will be using it constantly and will be implementing many of the discussion points over the next year. I learned a great deal from the entire program and I will be recommending it to many individuals."
              Mr. Price
              Comerica

"This was truly the greatest program I have ever taken. It has made me comfortable, and confident, that I can tighten up the parts of my practice that need attention."
              Mr. Shope
              SIGMA Financial

"The program was wonderful and I will tell my colleagues to attend next year."
              Mr. Lezotte, Registered Rep
              Benefit Resources

"This program gave me everything I needed to build my business plan. My partners will work from my Capstone and we will use the document to build our approach."
              Mr. Bryan
              Morgan Stanley