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Wealth Management University

Wealth Management University (Fall)

October 15-18, 2018
Austin, TX
University of Texas

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Featured Classes:

  • Certified Wealth Strategist® (CWS®-1)
    • Presented by Phil Buchanan, Cannon Financial Institute
    • CWS®-1 is the first step toward earning your CWS® designation.

  • Certified Wealth Strategist® (CWS®-2)
    • Presented by Jeff Cobb, Cannon Financial Institute
    • CWS®-1 and the self-study program are pre-requisites for the CWS®-2 course.

  • Masters-1: Financial Planning – How to Build a Million Dollar Practice Using a Holistic Planning Approach
    • Presented by David Hill, Cannon Financial Institute
    • Masters courses are available for all financial advisors who have their CWS®, CFP® or equivalent designations. This is a stand-alone course with no pre-work required.

  • Masters-2: Essential Skills for Advising Women & Couples
    • Presented by Kathleen Burns Kingsbury, Author, Speaker and Founder of KBK Wealth Connection
    • Masters courses are available for all financial advisors who have their CWS®, CFP® or equivalent designations. This is a stand-alone course with no pre-work required.

  • Masters of Practice Management (MPM)
    • Presented by Philip Palaveev and Brandon Odell, The Ensemble Practice
    • MPM is offered by private invitation from the Business Consulting team. Pre-requisites completed 2017 MPM courses. 2018 is the second year of a three-year course commitment.