Wealth Management University offers an unparalleled opportunity to develop your wealth management skills through advanced classes with top industry educators. Learn to address the unique needs of affluent and high-net-worth investors and create strategies to work through the practice management challenges that come with growing a business.

Designation Courses

If you plan to grow your business and serve the more complex needs of wealthy clients, the Certified Wealth Strategist® (CWS®) designation from Cannon Financial Institute is your ideal starting point.

Learn how to integrate critical financial concepts into everyday work and client interactions. It is a learning experience for all levels that offers both the technical, financial concepts needed to competently serve clients on 13 key wealth management issues as well as the implementation and delivery skills required to confidently apply that knowledge in client interactions with the goal of consistently exceeding expectations.

If you want to specialize in retirement planning, the Certified Retirement Counselor® (CRC®) designation from the International Foundation for Retirement Education® (InFRE) can help equip you to address this audience.

Learn how to address the challenges facing today’s retirees. You will find out how to help clients with retirement planning and income management issues—in both private and government sector employer-sponsored retirement plans—from multiple perspectives. The CRC® program will deepen your understanding of retirement planning, investment and income distribution and enhance your ability to meet client needs.

If you seek to deepen your knowledge around your role as a fiduciary and build consistent, prudent practices into your client experience, then consider the Accredited Investment Fiduciary® (AIF®) designation from fi360.

The AIF® Capstone program helps you understand your role as a fiduciary and develop a process-driven approach to working with clients. Master the fiduciary Prudent Practices standard and learn how to better mitigate compliance risk. The AIF designation is focused on investment activity conducted under a fiduciary standard, arming you with the knowledge you need to more effectively operate in the advice-based arena.

Masters Courses

If you already have a CWS® or other comprehensive designation such as CFP®, ChFC® or CIMA®, you can attend a two-day Masters course to increase your depth of knowledge. Each Wealth Management University event features at least one Masters course on a rotating schedule. We typically host Cannon Financial Institute courses on financial planning, practice acquisition, branding and business mastery, among many other topics.

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