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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
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"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Become a Valued Member of myCPE Professionals Community
Trusted by 250,000+ Professionals
5.0
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
5.0
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
5.0
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
1/4
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Important: Course Deactivation Alert
Below mentioned Courses will be deactivated soon due to outdated content. Complete the course within the next 7 days to receive credits. After Expiry date, the course will be unavailable for credit. For assistance or inquiries, please contact our support team at support@my-cpe.com.
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Updated CWS CE Requirements
CE Credits for the Certified Wealth Strategist (CWS)
The Certified Wealth Strategist is a certification for professionals working in the affluent and high-net-worth retail market segments in the financial services industry. It is based on an established set of industry-wide competencies that cover the concepts, rules, regulations, laws, and standard operating procedures that the candidate should be proficient in affluent and high-net-worth retail market segments.
MYCPE ONE offers continuing education courses for Certified Wealth Strategist (CWS) Professionals. We are focused on providing quality continuing education to members that incorporate the qualified subject areas. Our CE courses are authored/reviewed by industry specialists and subject matter experts. All our courses are designed in a way to ensure that courses meet your continuing education requirements.
CERTIFIED WEALTH STRATEGIST CE REQUIREMENT OVERVIEW
CE Requirements
30 hours to be reported in the two years.
License Renewal Period
2-year term ending in the month awarded the designation.
CE Reporting Cycle
1st of the month following the date of designation for 2 years.
Ethics Requirement
Minimum 2 hours of Ethics requirement.
Carryover Credits
Can not carry forward the credits to the next reporting cycle.
What are CE Requirements for Certified Wealth Strategist (CWS) Professionals?
The minimum CE requirement to be met by CWS members is 30 CE hours in 2 year reporting period. Out of these 30 hours, 28 comprise general CE and 2 hours of ethics requirement.
What is the Ethics Requirement for Certified Wealth Strategist (CWS) Professionals?
The minimum Ethics requirement to be achieved by CWS professionals is 2 hours.
What are the requirements to maintain the active status of a Certified Wealth Strategist (CWS) Professional?
A CWS practitioner must meet three mutually inclusive requirements within each two-year reporting
Period to maintain their Active status:
Completion of 30 Hours of Continuing Education (28 General and 2 Ethics)
Timely Payment of $350 Renewal Fee
Attestation of Compliance with Regulatory Authorities and CWS® Code Ethics
Note: The status of members must be considered inactive if the above requirements are not met.
Unlimited Access to Continuing Education: Dive into our extensive library at your own pace without incurring any extra cost for your learning and compliance.
Top-Quality Courses: Our expert-led continuing education courses in 500+ subject areas with average 4.5* ratings.
Flexibility: Learn anytime, anywhere, on any device.
No there are no minimum CE requirements for CWS professionals in any particular subject area.
Following are the learning activities specified by the board for CWS professionals:
Recorded webinars
Teleconferencing
Podcasts
E-books
Live Webinars
Vodcasts
All of the following MYCPE ONE Learning Activities are eligible for CWS Professionals:
Self-Study Courses (Videos)
Live Webinars
Virtual Events
Articles
Packages
Short Videos
E-Book
Podcasts
Certificate Courses
The cost of renewal is $350 for CWS professionals.
Click here for more details on reinstatement and renewal fees.
If CE hours are not received within 10 days post the CWS renewal deadline, a notice of deficiency is sent to the member. If the deficiency is not remedied within 30 days after the renewal period deadline, a notice of Inactive status is sent.
Yes, individuals who are currently certified and whose status is Active, may choose to voluntarily relinquish their certification. Individuals must notify the CWS Board in writing that they voluntarily relinquish their rights to use the CWS marks and logos, resources, the MyCWS site, and the Find a CWS public search engine. Voluntary relinquishments are eligible to apply for reinstatement at any time, subject to conditions. Please note that certification fees paid to CWS Board are non-refundable.
Any Inactive designation Holder may apply for reinstatement by submitting a written request to the board and meeting the conditions and completing the CE requirements for CWS.
The application must be completed within 90 days from Boards approval notification for reinstatement, if not then the individual may reapply after 6 months along with a non-refundable fee of $250.
Click here for further reinstatement requirements.
Any misconduct by a CWS professional including omission, violating a criminal law of any state, failure to respond to a request by the Board, false or misleading statement, etc. may constitute grounds for removal or dismissal of the member.
MYCPE ONE provides courses that are approved for continuing professional education. Based on the guidelines issued by Cannon Financial Institute Continuing Professional Education Requirements, we recommend the programs/ webinars to be suitable for the qualification. However, it will be the responsibility of each attendee to ensure that they are eligible for CE credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars.
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