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- In-Person, Online, Live Virtual
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- Topic
- Sales & Practice Management
Enterprise Solutions
Certified Wealth Strategist® (CWS®)
Learn to retain, expand, and acquire clients more effectively while enhancing your practice management skills and improving client relationships. Sharpen your client communication, harness the latest technology, and develop robust business plans. This practical, hands-on approach will empower you to deliver superior client service, build stronger client connections, and achieve greater success in your wealth management career.
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.
1. Sales and Practice Management
This course provides a framework for the advisor to craft the client’s experience. Participants will be able to create and establish work routines and select the activities, processes, tools and systems to deliver the practitioner's value promise to their clients.
Topics:
- Client Retention and Service Strategies
- Expanding Client Relationships with Wealth Management Strategies
- Creating Opportunities to Serve New Clients
- Capitalizing on New Client Opportunities
- The 12 Practice Management Tactics
This section is delivered live by an instructor either virtually or in-person.
2. Wealth Issues and Conversations
This section focuses on gaining technical knowledge and conversational competency in key areas that are significant to affluent and high-net-worth clients.
Topics:
- Investment Planning
- Retirement Planning
- Executive Compensation
- Risk Management and Insurance Planning
- Business Succession Planning
- Banking and Credit Management
- Protection Strategies
- Education and Family Support
- Charitable Giving
- Distribution of Estate
- Tax Planning
Content Outline for Each Module:
- 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
- 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.
3. Mastering Client Engagement
This course equips advisors with expertise needed to conduct thorough financial discovery, identify gaps and opportunities, and develop comprehensive financial plans that address clients' unique needs. They will acquire the interpersonal skills and client engagement strategies necessary to build strong, lasting relationships and drive long-term success in their practice.
Topics:
- Comprehensive Financial Discovery
- Gap Analysis
- Interpersonal Skills Development
- Comprehensive Financial Planning
- Client Engagement Strategies
This section is delivered live by an instructor either virtually or in-person.
CWS® Assessment
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.
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