wealth strategies planning

Certified Wealth Strategies Advisor Program May 2017

$4,500.00

Certified Wealth Strategies Advisors (CWSA)
Increase Your Technical Knowledge

The CWSA is a 5-day certification program intended for successful professionals that are wondering “what’s next?” In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:

  • The difference and intricacies between wealth strategies advice and engagement;
  • Product and strategy marketing;
  • Practice management processes; and
  • Technical knowledge.

CWSA serves as a pre-requisite for the LWS Program.

$4,500 Participation Fee

Program Dates: Tuesday, May 2 – Saturday, May 6, 2017

Application completion is required before attending first session.

Want a discount? Become a member by becoming a Basic or Premium member.

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Description

Certified Wealth Strategies Advisors (CWSA) May 2017

Increase Your Technical Knowledge

The CWSA is a 5-day certification program intended for successful professionals that are wondering “what’s next?”  In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:

  • the difference and intricacies between wealth strategies advice and engagement;
  • product and strategy marketing;
  • practice management processes; and
  • technical knowledge.

CWSA serves as a pre-requisite for the LWS Program.
$4,500 Participation Fee

Program Dates: Tuesday, May 2 – Saturday, May 6, 2017

Application completion is required before attending first session.

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