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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

Candidates must have:

  • three years of experience in the financial services industry and a four-year degree from an accredited college or university; or
  • five years of financial services industry experience
Designation Training Requirements

Study program available online or in-person

Designation Exam Type

Online, proctored final exam

Continuing Education Requirements

30 hours every two years

Verification and Complaints
Online Designation Resource

Online at Find a CWS

Investor Complaint Process

Submitted via email to [email protected] or phone at (706) 353-3346

Published List of Disciplined Designees

None