What does the Certified Wealth Strategist program of study entail?
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• 2 day instructor-led class (GYB I) Growing Your Business for Wealth Advisors” (Click here for GYB I agenda) • Self-directed Study on 13 Wealth Management Issues • 10 Study Guides and a Reference Guide technical drill down, case studies, and discussion points with clients on each of 13 wealth management issues Click here to view the topics & objectives • 2 textbooks for supplemental reading (Concepts for Professionals & 21st Century Estate Planning by Roy Adams) (*You can find more information on these materials in our Cannon Store-click here): • Wealth Management Advisors Audio Series CDs(*You can find more information on these materials in our Cannon Store-click here): • 10 interactive e-learning lessons (approximately 1 hour each) • 4 technical tests about 80 questions each • 2 day instructor-led class (GYB II) Client Interaction Skills Click here for GYB II agenda • Cannon interviews – Interviewing Techniques, Presentation Skills • CAPSTONE Project – The final project is all about