Certified Wealth Strategist® Program
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.
For more information, please contact Director of Certifications, Bill Trigleth, at 706-353-3346.
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