Certified Wealth Strategist® Program
The Certified Wealth Strategist® utilizes a blended learning approach that includes instructor-led training, 13 Wealth Management Issues study guides, online mastery exams, conversation skill builders and eLessons. The learning experience culminates with a Capstone Project: a written document demonstrating a sustainable framework which applies the new knowledge and skills to the practitioner’s business. The program provides the knowledge, the practice management formula, and the critical client interaction skills to create and build a dynamic Wealth Advisory practice that works effectively with complex client issues.
The CWS® Experience
Candidate –Once enrolled you are given access to the MyCWS learning portal and introduced to the expectations of the upcoming program.
Participant—Once you have completed the first 2-day class, Audio recordings, eLessons, Skillbuilders, Exams, Capstone, and other support materials become available through the MyCWS learning portal. All tracked requirements are conducted through this site.
Graduate—Once you have completed all required elements of the CWS® program, the MyCWS portal remains the constant communication channel. Practitioner resources are posted and “participant” materials are removed.
For more information, please contact Director of Certifications, Bill Trigleth, at 706-353-3346.
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