13 Wealth Management Issues and Conversations
The 13 Wealth Management Issues and Conversation e-Learning course is designed to provide an organizational framework for a systematic set of conversations between Advisors and their affluent and high Net-Worth clients.
When you enroll in CWS®, you'll gain automatic access to the 13 Wealth Management Issues—no separate enrollment required.
Capitalizing on the Insurance Opportunity
Optimize insurance discussions by shifting from risk-focus to opportunity-orientation. Refine conversational skills to introduce risk management naturally. Perfect for advisors looking to expand their service offerings and increase revenue through insurance solutions.
Certificate in Applied Behavioral Finance
Elevate your practice by becoming a Behavioral Coach and bridging the "behavior gap" in investing. Learn to identify investor biases, apply behavioral finance to asset allocation, and enhance client decision-making. Ideal for advisors seeking to differentiate their practice and increase client satisfaction.
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.
Family Business Succession
Develop expertise in advising family businesses on complex succession planning. Explore family dynamics, generational values, governance, valuation, and estate planning. Essential for business consultants, trust officers, and financial advisors aiming to expand their high-net-worth client base.
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.
Thriving in Volatile Markets
Hone strategies to guide clients through market turbulence. Learn proactive techniques and behavioral finance insights to manage relationships and reduce stress. Ideal for advisors seeking to enhance client retention during market declines. Earn a Certificate in Applied Behavioral Finance.