Cannon Financial Institute

Certified Wealth Strategist® Program

Overview

Cannon believes every client deserves sound advice and exceptional service. To nurture that belief Cannon created the Certified Wealth Strategist® designation in 2007. This study program leads to a unique application focused designation which provides a practice management framework designed to serve high net worth clients both comprehensively and in a highly compelling way. Additionally, we share our perspectives on how to successfully foster a collaborative relationship with clients and their tax, legal, and other specialists.

The Certified Wealth Strategist® study program is available either completely online or as a blend of classroom and online formats. Both approaches include “Wealth Management Issues” study guides, mastery exams, conversation skill builders, eLessons, video and audio lessons. Additionally, participants engage in assignments requiring both written and user-generated video responses. The learning experience culminates with a Capstone Project which allows the participant to demonstrate their capability to use new knowledge and skills.

A Certified Wealth Strategist® helps their clients craft strategies to meet their financial goals by connecting the context of the client’s situation and aspirations to the best solution for them.

The CWS® Experience

Participant — This phase includes a cohort of learners guided by a Cannon instructor. Participants can expect to actively engage in learning assignments, provide constructive feedback, and collaborate to discover best practices. An assignment dashboard is provided to each participant to track their progress and provide accountability.

Graduate — This phase of the program includes the ongoing due diligence and education of the practitioner.  Resources to maintain an active status and deliver the value of a Certified Wealth Strategist® are provided through the MyCWS® portal.

Costs

For more information, please contact Director of Certifications, Bill Trigleth, at 706-353-3346.

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