The Certified Wealth Strategist® is a certification for professionals working in the affluent and high-net-worth market segments in the financial services industry.
Requirements
- Complete an approved study program
- Agree and sign the CWS® Professional Ethics and Code of Conduct Standards
- Pay the CWS® exam fee
- Pass the CWS® exam
Qualifications
- Three years of industry experience and a four-year degree from an accredited college or university OR
- Five years of industry experience
Why CWS®?
A Certified Wealth Strategist® is prepared to help clarify goals, create a strategy to realize them, and is capable of reshaping that strategy when circumstances change.
Every CWS®:
- Understands their clients’ situation, future, feelings, and family dynamics—the big picture of where they need to be—and helps to reconcile any gaps.
- Places these issues in the context of a wealth management strategy.
- Forms reasonable and logical opinions for addressing financial issues and engages appropriate professional resources.
- Acts as an emotional counselor, relying on a disciplined process to achieve client goals.
Certified Wealth Strategist® FAQs
Who oversees the CWS® designation?
Cannon Financial Institute, Inc. (Cannon) oversees the Certified Wealth Strategist® designation.
What is the cost?
- $350 renewal fee
Who is an approved study program provider?
Are there any ongoing requirements?
- Completion of 30 Hours of Continuing Education (28 General and 2 Ethics)
- Timely Payment of $350 Renewal Fee
- Attestation of Compliance with Regulatory Authorities and CWS® Code Ethics