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:
|
| 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 |