Headquartered in Indianapolis, Indiana, Sheaff Brock Investment Advisors provides independent and unbiased investment solutions through a dedicated team of advisors and portfolio managers with over 100 years of combined experience. Sheaff Brock’s advisors also hold numerous financial qualifications, such as the Certified Wealth Strategist (CWS) certification through Cannon Financial Institute.
Cannon launched the Certified Wealth Strategist Program in 2007 with the intention of providing financial advisors with the necessary practice management skills to deliver quality services to high net worth clients. The program employs an integrative learning approach and offers a unique industry perspective on collaborating with clients and their financial influencers. Participants will learn how to build effective wealth advisory practices as they achieve a deeper understanding of practice management formulas and client interaction skills.
Program components include instructor-led training, conversation skill builders, e-lessons, online mastery exams, and a final capstone project. Advisors who enroll in the program start at the candidate level until they complete the first two-day class, which unlocks access to a range of audio recordings, skill builders, and other support materials. Participants will also receive 13 study guides on wealth management issues. For the final capstone projects, participants will create a written document that demonstrates a sustainable framework and applies their newly acquired knowledge and skills to their business. Registration for the CWS program costs $3,360 and covers tuition and materials for all instructor-led classes and online modules.
Cannon launched the Certified Wealth Strategist Program in 2007 with the intention of providing financial advisors with the necessary practice management skills to deliver quality services to high net worth clients. The program employs an integrative learning approach and offers a unique industry perspective on collaborating with clients and their financial influencers. Participants will learn how to build effective wealth advisory practices as they achieve a deeper understanding of practice management formulas and client interaction skills.
Program components include instructor-led training, conversation skill builders, e-lessons, online mastery exams, and a final capstone project. Advisors who enroll in the program start at the candidate level until they complete the first two-day class, which unlocks access to a range of audio recordings, skill builders, and other support materials. Participants will also receive 13 study guides on wealth management issues. For the final capstone projects, participants will create a written document that demonstrates a sustainable framework and applies their newly acquired knowledge and skills to their business. Registration for the CWS program costs $3,360 and covers tuition and materials for all instructor-led classes and online modules.
