Cannon Financial Institute

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.

Price: $5,560.00 This includes access to MyCWS, The Community Learning Platform™, Digital Study Guides and a Book.

View FAQ and more information.

Price: $5,560.00 This includes access to MyCWS, The Community Learning Platform™, Digital Study Guides and a Book.

View FAQ and more information.

Price: $5,560.00

View FAQ and more information.

Price: $5,560.00 This includes access to MyCWS, The Community Learning Platform™, Digital Study Guides and a Book.

View FAQ and more information.

Price: $5,560.00 This includes access to MyCWS, The Community Learning Platform™, Digital Study Guides and a Book.

View FAQ and more information.

Price: $5,560.00

View FAQ and more information.

Price: $5,560.00

View FAQ and more information.

Price: $5,560.00 This includes access to MyCWS, The Community Learning Platform™, Digital Study Guides and a Book.

View FAQ and more information.

Price: $5,560.00 This includes access to MyCWS, The Community Learning Platform™, Digital Study Guides and a Book.

View FAQ and more information.

Select a Session:

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

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