Cetera Financial Institutions’ Relationship Managers Obtain Certified Wealth Strategist® Designations
A Cetera Financial Group Firm, Cetera Financial Institutions continues to enhance advisor support services
Los Angeles, CA and St. Cloud, MN –Cetera Financial Group® ("Cetera")*, a leading network of independent firmssupporting the delivery of objective retail financial advice, and Cetera Financial Institutions today announced that their Relationship Managers have fulfilled the training and examination requirements to earn their Certified Wealth Strategist designation administered by Cannon Financial Institute. Cetera Financial Institutions is the Cetera Financial Group firm specifically focused on serving the wealth management programs of banks and credit unions. This is just one of the many initiatives that Cetera firms have undertaken to better assist advisors in delivering an advice-centric client experience.
The following Relationship Managers have successfully earned their CWS certification:
LeAnn Rummel, President of Cetera Financial Institutions commented, “In order to gain a more comprehensive understanding of the challenges faced by our advisors, we as a firm decided to undertake the significant investment of both time and money for our Relationship Managers to earn their CWS designation. As advisors are continually tasked with adapting their practices to comply with ever-changing regulatory and technological developments, it’s critical to the delivery of our industry-leading support that we adapt and grow accordingly. We’re proud of the initiative and dedication that our Relationship Managers have demonstrated in earning their CWS, and we look forward to many more opportunities to grow our capacity to serve advisors and their ever-changing needs.”
The Certified Wealth Strategist, established in 2007 by the Cannon Financial Institute, utilizes a blended learning approach that includes instructor-led training, 13 Wealth Management Issues study guides, on-line mastery exams, conversation skill builders and eLessons. The learning experience culminates with a Capstone Project: a written assignment demonstrating a sustainable framework which applies the new knowledge and skills to the practitioner’s business. The program provides the knowledge, the practice management formula, and the critical client interaction skills to create and build a dynamic Wealth Advisory practice that works effectively with complex client issues.
“With the current level of volatility from a regulatory perspective, it’s now more critical than ever that we continue to be creative with ways we can not only support our advisors, but can more deeply relate to their day-to-day practices and needs,” adds Relationship Manager Russ Harton. “Programs like Cannon’s Certified Wealth Strategist designation provide us with platforms to achieve this objective. However, regardless of regulations or technology, client expectations of financial consulting services continue to expand, so we’re proud to be leading the way in order to help our advisors grow value and surpass these expectations.”
About Cannon Financial Institute
The Certified Wealth Strategist® education and designation are administered by Cannon Financial Institute.The CWS® Board of Standards awards credentials to individuals who successfully complete initial and ongoing certification requirements. To learn more about this program visit www.cannonfinancial.com for details.
About Cetera Financial Institutions
Cetera Financial Institutions is a marketing name of Cetera Investment Services LLC, a self-clearing registered broker-dealer that delivers customized investment and insurance solutions to financial institutions nationwide. Cetera Investment Services helps institutions expand their financial offerings, which allows clients to pursue their financial goals through a holistic approach while delivering sound and strong financial solutions. Advisory services are offered through Cetera Investment Advisers LLC, an SEC registered investment adviser firm, where financial advisors receive a wide array of solutions and back-office support, so that they can focus on their clients.
Cetera Investment Services LLC and Cetera Investment Advisers LLC are members of Cetera Financial Group, which provides leading wealth management and advisory platforms and innovative technology to financial advisors and financial institutions nationwide. Cetera Investment Services is a member of the Depository Trust and Clearing Corporation (DTCC), the Securities Investor Protection Corporation (SIPC), and the Financial Industry Regulatory Authority (FINRA). For more information, see www.ceterafinancialinstitutions.com.
About Cetera Financial Group
Cetera Financial Group ("Cetera") is a leading network of independent firms empowering the delivery of objective financial advice to individuals, families and company retirement plans across the country through trusted financial advisors and financial institutions. Cetera is the second-largest independent financial advisor network in the nation by number of advisors, as well as a leading provider of retail services to the investment programs of banks and credit unions.
Through its multiple distinct firms, Cetera offers independent and institutions-based advisors the benefits of a large, established broker-dealer and registered investment adviser, while serving advisors and institutions in a way that is customized to their needs and aspirations.Advisor support resources offered through Cetera include award-winning wealth management and advisory platforms, comprehensive broker-dealer and registered investment adviser services, practice management support and innovative technology.For more information, visit www.ceterafinancialgroup.com.
* "Cetera Financial Group" refers to the network of independent retail firms encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Investment Services (marketed as Cetera Financial Institutions), Cetera Financial Specialists, First Allied Securities, Girard Securities, and Summit Brokerage Services.
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