Skip to main content

For updates and guidance related to COVID-19 / Coronavirus, click here.

Important Disclaimer: FINRA does not approve or endorse any professional credential or designation. Learn More >>

Certified Wealth Strategist (CWS)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Cannon Financial Institute
Qualification and Educational Requirements
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
Education Requirements Candidates must complete the following:
  • Two instructor-led training sessions
  • Self-directed study on numerous wealth management issues
  • Capstone project
Examination Type Ten Mastery Exams, one for each directed study module
Continuing Education Requirements 33 hours every two years
Verification and Complaints
Check Designation Status Online None
Investor Complaint Process Online at Disciplinary Process, click on File a Grievance
Published List of Disciplined Designees None