Follow on Google News News By Tag * Cowan Financial Group * Next Financial Group * Cecil Bateman * Investment Advisor Representative * Cannon Financial Institute * More Tags... Industry News News By Place Country(s) Industry News
Follow on Google News | Cecil M. Bateman Obtains the Certified Wealth Strategist® Industry DesignationCecil Bateman is among the first 1000 professionals to obtain the Certified Wealth Strategist® designation in the country.
Obtaining the Certified Wealth Strategist® designation provides financial services professionals with the technical knowledge, practice management know-how and the critical client communication skills to create and build a wealth advisory practice that works effectively for clients with more complex wealth issues. These professionals strive to become their clients’ trusted advisor. “The creation of the CWS® designation was in response to a need in the industry for a practical, application- To obtain the Certified Wealth Strategist® certification one must go through a comprehensive blended-approach to learning. The program consists of 4 days of classroom training, months of directed study, video (including textbooks & study guides, e-learning lessons, technical tests) and completion of a final Capstone project. The entire study takes approximately six months to complete. The designation is awarded upon the successful completion of the entire program and passing of the Capstone project. The Certified Wealth Strategist® education and designation are administered by Cannon Financial Institute, in which the CWS® Board of Standards awards to individuals who successfully complete initial and ongoing certification requirements. With over 200 years of combined experience, Cowan Financial Group is a full-service financial planning and consulting firm for individuals, families, and business owners. Cowan Financial Group, located on 136 Malaga Street, St. Augustine, FL has been in business in the St. Augustine/Jacksonville, Florida area for over 31 years. Call us at 904-824-8147 for a free consultation. Securities are offered through NEXT Financial Group, INC., Member FINRA/SIPC. Cowan Financial Group is not an affiliate of NEXT Financial Group, Inc. # # # Welcome to true independence. Welcome to NEXT Financial Group. Founded by a group of passionately independent investment professionals, NEXT is owned and managed by its representatives and employees. Take the NEXT step and join an award-winning firm. End
|
|