Courses
Certified Wealth Strategist® I Program (CWS® I)
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.
Part I
-
- Available settings
- On-Campus, Hilton Head, SC, Online, 3 Days
-
- Type
- Sales & Practice Management
-
- School
- Relationship Management
Sales and Practice Management
This course helps practitioners deliver value to their clients in a way that is both effective and profitable. It provides a framework for the advisor to craft the client’s experience.
Topics covered include: Create Work Routines, Select Business Processes, Tools and Systems, and Select Activities to Deliver the Practioner's Value Promise to Clients
The objective is to align the product and service set and the activities and capabilities of the practice, to ensure the client and the practitioner are aligned in what is promised, expected, and delivered.
Wealth Issues and Conversations
Participants must successfully complete Sales and Practice Management before continuing on to this portion of the program.
This course organizes 13 wealth issues and their related conversations (discovery, analysis, and solutions) to help practitioners understand and communicate complex financial concepts.
It provides the following in each of its 11 lessons: Study Guides & Technical Exams, Growing Your Business Skill Videos, Wealth Management eLearning Lessons, Wealth Management Audio and Video Contextual Lessons, Mnemonic Based Conversation Paths, Graded Case Studies, Scripting Exercises, and User-Generated Video Skill Practice
The course is delivered virtually through Cannon Online™. Participants demonstrate technical knowledge through discussion and video threads while receiving feedback from their cohort peers and coach.
Related Courses
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.
Trust Conversations for Growth
Develop essential skills for engaging in productive trust conversations that lead to growth. Learn techniques for sourcing prospects, managing relationships, and building respect in the trust industry through effective communication.