The Certified Wealth Strategist® is a certification for professionals working in the affluent and high-net-worth retail market segments in the financial services industry. It is based on an established set of industry-wide competencies that cover the concepts, rules, regulations, laws, and standard operating procedures that the candidate should be proficient in affluent and high-net-worth retail market segments.
Why the CWS®
For Individuals: The CWS® demonstrates to executive management that you have the skills and knowledge to operate successfully at the highest level of this field. It gives you more visibility, shows commitment to your career and sets you apart from others in the industry.
For Executive Management: The CWS® demonstrates to clients, regulators, and others in your organization that your team has the skills and knowledge to operate at the highest level in the field. Having a CWS® designee on your team will help position your organization as one that is committed to being at the forefront of the fiduciary industry.
For Regulators: The CWS® is evidence of your ongoing commitment to comply and stay up-to-date with regulations. This designation serves as a common understanding of the concepts, rules, regulations, laws, and standard industry operating procedures.
Qualifications to apply for CWS®
- Three years of industry experience and a four-year degree from an accredited college or university
OR - Five years of industry experience
Requirements to earn the CWS®
- Complete Cannon's Certified Wealth Strategist® Program of Study
- Complete the CWS® application
- Agree and sign the CWS® Professional Ethics and Code of Conduct Standards
- Pay the CWS® exam fee
- Pass the CWS® exam
Anyone looking for some education in financial services, I highly recommend Cannon Financial Institute.
...getting to interact with others in the same line of work but from different backgrounds and hearing their work experiences and how it ties to what we were learning helped to digest the information easier.