CWS®Certified Wealth Strategist
- Credentials (Letters): CWS
- Credentials (Full Name): Certified Wealth Strategist
- Type of Knowledge: Investment
- Sponsor for Credential: Cannon Financial Institute
- Sponsor/Credential Website: http://www.cannonfinancial.com/
Program Information
- Prerequisites: Three years of experience in the financial services industry that must also include direct interaction with clients and a 4-year degree from an accredited school
- Curriculum: 10 modules
- Type of Study: Online
- Estimated Completion Time: Unknown
- Examination Requirements: Ten Mastery Exams, one for each directed study module
- Continuing Education Requirements: 33 hours every two years
Investor Functions
- Advisor Look-Up: None
- Investor Education: None
- Telephone: 706-353-3346
- Email: info@cannonfinancial.com
- Additional Comments: Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.