Certified Wealth Strategist® (CWS®)
The Certified Wealth Strategist®, exclusive to Cannon, is an application focused designation that aligns the needs of financial services firms, advisors, and consumers.
View FAQ and more information.
Course Description
About Cannon's Online Experience
For Community Online™
Cannon offers three ways to experience our programs online. This course is offered through our Community Online™ platform. Community Online™ is a group of students working together as a community through course material; sharing best practices, constructive feedback, lessons learned, and instruction from a Cannon subject matter expert. Participants learn through the integrated use of content modules, video assignments, case studies, knowledge checks, and instructor discussions and review.
Q. How will I access the course?
A. You will have log-in credentials sent to you following the CWS® Orientation Kick-off call. Credentials will be provided to the MyCWS® website, your one-stop site for all of your CWS® resources and needs.
Q. When will the class end?
A. The program is divided into four distinct sections; they are:
· Sales & Practice Management – 5 weeks
· Wealth Management Issues & Conversations- 24 weeks
· Mastering Client Engagement (Mastery Skill Assessments)- 2 weeks
· CWS® Capstone Project – Up to 8 weeks
Q. Is there an exam?
A. Yes. Several. There are graded video and case study activities in Sales and Practice Management, Wealth Management Issues & Conversations, and Mastering Client Engagement. The final Capstone is digital practice management and skill assessment following each of the three content courses.
View FAQ and more information.
Course Description
About Cannon's Online Experience
For Community Online™
Cannon offers three ways to experience our programs online. This course is offered through our Community Online™ platform. Community Online™ is a group of students working together as a community through course material; sharing best practices, constructive feedback, lessons learned, and instruction from a Cannon subject matter expert. Participants learn through the integrated use of content modules, video assignments, case studies, knowledge checks, and instructor discussions and review.
Q. How will I access the course?
A. You will have log-in credentials sent to you following the CWS® Orientation Kick-off call. Credentials will be provided to the MyCWS® website, your one-stop site for all of your CWS® resources and needs.
Q. When will the class end?
A. The program is divided into four distinct sections; they are:
· Sales & Practice Management – 5 weeks
· Wealth Management Issues & Conversations- 24 weeks
· Mastering Client Engagement (Mastery Skill Assessments)- 2 weeks
· CWS® Capstone Project – Up to 8 weeks
Q. Is there an exam?
A. Yes. Several. There are graded video and case study activities in Sales and Practice Management, Wealth Management Issues & Conversations, and Mastering Client Engagement. The final Capstone is digital practice management and skill assessment following each of the three content courses.
View FAQ and more information.
Course Description
This course is one part of the Certified Wealth Strategist® designation. For more information on taking this class by itself, please call Bill Trigleth, Director of Certifications, at 706.353.3346.
View FAQ and more information.
Course Description
About Cannon's Online Experience
For Community Online™
Cannon offers three ways to experience our programs online. This course is offered through our Community Online™ platform. Community Online™ is a group of students working together as a community through course material; sharing best practices, constructive feedback, lessons learned, and instruction from a Cannon subject matter expert. Participants learn through the integrated use of content modules, video assignments, case studies, knowledge checks, and instructor discussions and review.
Q. How will I access the course?
A. You will have log-in credentials sent to you following the CWS® Orientation Kick-off call. Credentials will be provided to the MyCWS® website, your one-stop site for all of your CWS® resources and needs.
Q. When will the class end?
A. The program is divided into four distinct sections; they are:
· Sales & Practice Management – 5 weeks
· Wealth Management Issues & Conversations- 24 weeks
· Mastering Client Engagement (Mastery Skill Assessments)- 2 weeks
· CWS® Capstone Project – Up to 8 weeks
Q. Is there an exam?
A. Yes. Several. There are graded video and case study activities in Sales and Practice Management, Wealth Management Issues & Conversations, and Mastering Client Engagement. The final Capstone is digital practice management and skill assessment following each of the three content courses.
View FAQ and more information.
Course Description
About Cannon's Online Experience
For Community Online™
Cannon offers three ways to experience our programs online. This course is offered through our Community Online™ platform. Community Online™ is a group of students working together as a community through course material; sharing best practices, constructive feedback, lessons learned, and instruction from a Cannon subject matter expert. Participants learn through the integrated use of content modules, video assignments, case studies, knowledge checks, and instructor discussions and review.
Q. How will I access the course?
A. You will have log-in credentials sent to you following the CWS® Orientation Kick-off call. Credentials will be provided to the MyCWS® website, your one-stop site for all of your CWS® resources and needs.
Q. When will the class end?
A. The program is divided into four distinct sections; they are:
· Sales & Practice Management – 5 weeks
· Wealth Management Issues & Conversations- 24 weeks
· Mastering Client Engagement (Mastery Skill Assessments)- 2 weeks
· CWS® Capstone Project – Up to 8 weeks
Q. Is there an exam?
A. Yes. Several. There are graded video and case study activities in Sales and Practice Management, Wealth Management Issues & Conversations, and Mastering Client Engagement. The final Capstone is digital practice management and skill assessment following each of the three content courses.
View FAQ and more information.
Course Description
This course is one part of the Certified Wealth Strategist® designation. For more information on taking this class by itself, please call Bill Trigleth, Director of Certifications, at 706.353.3346.
View FAQ and more information.
Course Description
This course is one part of the Certified Wealth Strategist® designation. For more information on taking this class by itself, please call Bill Trigleth, Director of Certifications, at 706.353.3346.
View FAQ and more information.
Course Description
About Cannon's Online Experience
For Community Online™
Cannon offers three ways to experience our programs online. This course is offered through our Community Online™ platform. Community Online™ is a group of students working together as a community through course material; sharing best practices, constructive feedback, lessons learned, and instruction from a Cannon subject matter expert. Participants learn through the integrated use of content modules, video assignments, case studies, knowledge checks, and instructor discussions and review.
Q. How will I access the course?
A. You will have log-in credentials sent to you following the CWS® Orientation Kick-off call. Credentials will be provided to the MyCWS® website, your one-stop site for all of your CWS® resources and needs.
Q. When will the class end?
A. The program is divided into four distinct sections; they are:
· Sales & Practice Management – 5 weeks
· Wealth Management Issues & Conversations- 24 weeks
· Mastering Client Engagement (Mastery Skill Assessments)- 2 weeks
· CWS® Capstone Project – Up to 8 weeks
Q. Is there an exam?
A. Yes. Several. There are graded video and case study activities in Sales and Practice Management, Wealth Management Issues & Conversations, and Mastering Client Engagement. The final Capstone is digital practice management and skill assessment following each of the three content courses.
View FAQ and more information.
Course Description
About Cannon's Online Experience
For Community Online™
Cannon offers three ways to experience our programs online. This course is offered through our Community Online™ platform. Community Online™ is a group of students working together as a community through course material; sharing best practices, constructive feedback, lessons learned, and instruction from a Cannon subject matter expert. Participants learn through the integrated use of content modules, video assignments, case studies, knowledge checks, and instructor discussions and review.
Q. How will I access the course?
A. You will have log-in credentials sent to you following the CWS® Orientation Kick-off call. Credentials will be provided to the MyCWS® website, your one-stop site for all of your CWS® resources and needs.
Q. When will the class end?
A. The program is divided into four distinct sections; they are:
· Sales & Practice Management – 5 weeks
· Wealth Management Issues & Conversations- 24 weeks
· Mastering Client Engagement (Mastery Skill Assessments)- 2 weeks
· CWS® Capstone Project – Up to 8 weeks
Q. Is there an exam?
A. Yes. Several. There are graded video and case study activities in Sales and Practice Management, Wealth Management Issues & Conversations, and Mastering Client Engagement. The final Capstone is digital practice management and skill assessment following each of the three content courses.
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The Certified Wealth Strategist® program incorporates three competencies required to be productive and effective as a wealth advisor: Creating business routines, applying client interaction and relationship skills and obtaining competency in the technical wealth management issues faced by the High-Net-Worth market. Participants achieve significant levels of mastery and business growth by integrating financial advice competency with the ability to deliver expertise from multiple real-world perspectives.
Topics
- Defining a Book of Business by Client Niche
- Identifying and Working with Centers of Influence
- Developing and Articulating a Personal Branding Message
- Crafting Skillful Conversations Focused on an Advisory Practice Model
- Application of Core Skills Required for Being Successful in Serving High-Net-Worth Clients
- Technical Review of the 13 Wealth Management Issues
- Case Studies
- Demonstration of Discovery and Client Presentation Skills