Certified Wealth Strategies Advisors (CWSA) November 2017 @ The Southern California Institute
Nov 14 @ 8:00 am – Nov 18 @ 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 14 – Saturday, November 18, 2017

Application completion is required before attending first session.




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