Who is the CWS designation for?
• moving away from transaction-based business to consultative, comprehensive business and client service models • holding other professional designations and seek the know-how to realistically put their knowledge to immediate use • Who have a strong functional expertise in one of more product lines (such as investments or insurance) and want to round out their ability to serve clients comprehensively • Candidates for the CWS include: • Financial Advisors • Private Bankers • Insurance Agents • Full Service Brokers • Registered Investment Advisors • Independent Financial Planners • Attorneys • Certified Public Accountants
