Cannon Financial Institute

Opt-In CWS®: Charles Schwab Wealth Management Foundations Program

Our books, audio lessons, videos, and eLearning could be the perfect fit for your enterprise professional development plans. Contact our learning professionals today to discuss how we can add Cannon assets into your learning initiative based on your audience size, timing, and budgetary needs.

This item is for members of the Charles Schwab Wealth Management Foundations Academy who wish to opt-in and complete their Certified Wealth Strategist® Designation. 

Please Note: The cost is $1200* Upon registration, we will ship the rest of your materials and you will gain access to your MyCWS® portal to complete your self-study and capstone.

*If you are in the Branch Network, the CWS® is a preapproved designation. If you are in the Private Client Group, ask your Manager and Center Lead for approval.

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