CWS® Designation
Certified Wealth Strategist®— for Private and Premier Bankers
As a Private or Premier Banker, you operate at the forefront of wealth management. To truly serve your clients, you must understand their complete financial picture beyond traditional lending and banking.
The Certified Wealth Strategist® (CWS®) designation equips you with a comprehensive understanding of the issues that impact your clients' wealth. It enables you to provide strategic, life-long advice tailored to their unique needs while seamlessly integrating your bank’s solutions.
The Outcome?
A Delightful Client Experience!
Why Should You Become a Certified Wealth Strategist®?
Learn to Create Comprehensive Client Solutions
Today’s high-net-worth and mass-affluent clients expect their banking experience to be more than transactional. They want strategic, life-long financial guidance.
The CWS® designation trains Private and Premier bankers to go beyond individual products and offer holistic wealth solutions. By connecting the dots between banking, investments, credit, and estate planning, bankers become indispensable partners to their clients and improve the overall client experience.
A Transformative Experience
The CWS® is not just another certification but a transformative journey that prepares professionals to excel in their careers and make a meaningful impact on their clients' financial lives. Become a trusted, highly skilled Wealth Strategist who can confidently guide clients through complex financial landscapes.
Confidence through Knowledge
CWS® goes beyond technical expertise to empower advisors with the knowledge, skills, and build confidence to engage effectively with affluent, high-net-worth clients, and ultra-high-net-worth clients.
Elevated Professionalism
CWS® elevates the level of professionalism, equipping advisors to handle complex client situations with greater poise and competence.
Conversational Competency
CWS® is the go-to course for developing advanced communication skills that are essential for building trust and long-term client relationships.
Comprehensive Coaching
CWS® participants benefit from our distinctive three-factor coaching model, which integrates expert guidance, peer collaboration, and internal manager support. This holistic approach ensures well-rounded professional development and lasting growth.
Gain Confidence and Learn How to Strengthen Client Relationships
Bankers aspiring the CWS® designation develop the skills to navigate complex client situations with ease. Whether discussing intricate tax strategies, executive compensation, or succession planning, the program instills conversational competence.
Expand Your Expertise Across Wealth Management Issues
While Private and Premier Bankers may not need to master every technical detail, they will benefit from comprehensive training in these key areas. This knowledge will enable them to lead meaningful conversations with clients and collaborate effectively with colleagues from specialized departments to provide holistic, integrated financial guidance.
Key Topics: Banking & Credit Management, Business Succession Planning, Charitable Giving, Distribution of Estate, Education & Family Support, Executive Compensation, Investment Planning, Protection Strategies, Retirement Planning, Risk Management & Insurance Planning, Tax Planning
The ability to confidently guide conversations fosters deeper client trust and loyalty, setting bankers apart as trusted advisors.
Certified Wealth Strategist® (CWS®)
Your Path to Become a CWS®
Register today and explore our comprehensive curriculum further. It is designed to enhance your expertise and advance your career.
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.
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.
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.
- This is a VERY different curriculum from anything I’ve experienced in the financial services business. I love the fact that you guys stress ACTUAL skills that you can use in real life.
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Michael T.
Have Questions?
Talk to Our Client Advisors!
Sherry and Dave are a joy to speak with and are happy to answer your questions!
Dave Moore
Director of Designations
Sherry Rogers
Program Manager
