The Certified Wealth Management Specialist (CWMS) course covers all the essential areas that wealth planning professionals need to pay close attention to. It ensures that simplified versions of ideas of retirement readiness, and investing ideas are included removing myths and misconceptions. It ensures that professionals consider the life events in their overall strategies other than common guidance of budgeting, ensuring long-term income sources, keeping enough savings, and managing debt. It also provides the important aspects of risks of being financially independent, liquidity management, and harmonizing various goals to create an overall strategy. Thus, the Certified Wealth Management Specialist course provides a valuable refresher on crucial areas.
The Certified Wealth Management Specialist (CWMS) manages to provide great value with vast subjects covered in wealth management. It provides overall success guidance for harmonizing investing and wealth strategies that ensure practicing success for professionals. It provides due attention to products such as insurance, pension, and estates. Investing, and others that deliver unwavering assurance of creating a strong customized wealth management plan. It creates the preparedness for dealing with the unexpected, creating trust in the professional. It does leave the ground for professionals to create customized solutions for client needs with the lag to think independently and creatively. Strategic guidance derived from years of practice provides higher chances of success and generates great value.
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.
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