The Certified Wealth Strategist® designation, established in 2007, provides a unique industry perspective on how to collaborate with clients.
The Certified Wealth Strategist® utilizes a blended learning approach that includes instructor-led training, 13 Wealth Management Issues study guides, on-line mastery exams, conversation skill builders and eLessons. The learning experience culminates with a Capstone Project: a written document demonstrating a sustainable framework which applies the new knowledge and skills to the practitioner’s business. The program provides the knowledge, the practice management formula, and the critical client interaction skills to create and build a dynamic Wealth Advisory practice that works effectively with complex client issues.
CIS Wealth owner and Senior Wealth Advisor Bob Barber is a professional CWS® through Cannon® Financial Institute.