Courses
13 Wealth Management Issues and Conversations
-
- Available settings
- Online
-
- Type
- Sales & Practice Management
-
- School
- Relationship Management
This knowledge will enable them to lead meaningful conversations with clients and collaborate effectively with colleagues from specialized departments to provide holistic, integrated financial guidance.
Key Topics:
- Banking & Credit Management
- Business Succession Planning
- Charitable Giving
- Distribution of Estate
- Education & Family Support
- Executive Compensation
- Investment Planning
- Protection Strategies
- Retirement Planning
- Risk Management & Insurance Planning
- Tax Planning
When you enroll in CWS®, you'll gain automatic access to the 13 Wealth Management Issues—no separate enrollment required.
Related Courses
Certified Wealth Strategist® I Program (CWS® I)
Develop essential competencies for serving High-Net-Worth clients effectively and profitably. Enhance business routines, client interaction skills, and technical wealth management knowledge. First step towards the CWS® designation, focusing on mastery and business growth.
Certified Wealth Strategist® II (CWS® II)
Advance your High-Net-Worth client service skills. Refine clear, empathetic communication techniques to guide clients through complex decisions. Explore effective discussion strategies and real-world case studies. Build on CWS® I to further your progress towards the CWS® designation.
Sales and Practice Management
Elevate your client relationship skills and personal brand. Develop strategies to retain and expand client relationships while creating new opportunities. Gain key financial insights to serve high-value clients effectively. Ideal for advisors seeking to grow their practice and increase revenue.