Certified Wealth Strategist® II (CWS® II)
Part II
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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 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.
Mastering Client Engagements
Participants must successfully complete Sales and Practice Management and Wealth Issues and Conversations before continuing on to this portion of the program.
This course prepares practitioners to be highly effective with their clients in specific key engagements. It teaches the applied skills and techniques of clear and empathetic interpersonal communication.
Topics covered include: Helping Clients Understand Options, The Consequences of Available Choices, and Progression through the Rational and Emotional Drivers of Decisions and Behaviors that Generate Client Outcomes
The analysis and communication skills applied during discussions and case studies are critical.
CWS® Assessment
Participants must successfully complete Sales and Practice Management, Wealth Issues and Conversations, and Mastering Client Engagement before continuing on to this portion of the program.
The CWS® assessment process includes both a certification exam and a capstone project.
1. CWS® Certification Exam - It is a 150 question, three-hour timed comprehensive exam covering all the material in the program.
2. CWS® Capstone Project - It is a two-part, self-reflection exercise.