Laureate in Wealth Strategies (LWS) September 2017 @ The Southern California Institute
Sep 12 @ 8:00 am – Sep 16 @ 6:00 pm

Improve Your Quiet Confidence

The LWS Program is a 5-day certification program for CSWA graduates seeking to attract, engage, and work with high-net worth families, business owners, and the other professional advisors they work with.  In this collaborative model, Laureates learn:

laurel_crown_1-2wealth strategies client partnering; benefit and process marketing;

laurel_crown_1-2advanced case management – process and protocols; and

laurel_crown_1-2integrated wealth strategies case studies in review, design, implementation, and maintenance labs.

$4,500 Participation Fee

Program Dates: Tuesday, September 12 – Saturday, September 16, 2017

Participants must have completed the pre-requisite Certified Wealth Strategies Advisor program before enrolling in this course.


Certified Wealth Strategies Advisors (CWSA) November 2017 @ The Southern California Institute
Nov 7 @ 8:00 am – Nov 11 @ 6:00 pm

Increase Your Technical Knowledge

The CWSA is a 5-day certification program intended for successful professionals that are wondering “what’s next?” In a high-paced, interactive model, wealth advisors from all disciplines collaboratively learn:

laurel_crown_1-2the difference and intricacies between wealth strategies advice and engagement;
laurel_crown_1-2product and strategy marketing;
laurel_crown_1-2practice management processes; and
laurel_crown_1-2technical knowledge.

CWSA serves as a pre-requisite for the LWS Program.

$4,500 Participation Fee

Program Dates: Tuesday, November 7 – Saturday, November 11, 2017

Application completion is required before attending first session.