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Certified Wealth Strategist (CWS)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Cannon Financial Institute
Qualification and Training Requirements
Prerequisites
  • Three years of experience in the financial services industry and a 4-year degree from an accredited college or university; or
  • Five years of financial services industry experience
Designation Training Requirements

Cannon Financial Institute Certified Wealth Strategist® Study Program
Designation Exam Type

Online video proctored 3-hour exam (150 multiple-choice questions)
Continuing Education Requirements

30 hours every two years (including 2 hours of Ethics)
Verification and Complaints
Online Designation Resource

Online at Find a CWS
Investor Complaint Process

Online at How Can We Help?
Published List of Disciplined Designees

None