BUILDING SOLUTIONS MEANS EXPANDING HORIZONS

Part of our Wealthcare process is teaching advisors ways to grow and improve their practices. In addition to the case studies and white papers offered on the Financeware website, we provide several educational opportunities for financial advisors, offered for free.

CERTIFIED WEALTHCARE ANALYST™ (CWA™ PROGRAM)

The Certified Wealthcare Analyst designation is taught through a combination of live web-casts (or recorded versions of the web-casts available on demand), extensive reference materials and real-life "hands on" case studies. The coursework involves six separate lessons, seven exams (exams require a passing grade of at least 75%) and five real-life case studies.

The entire program can be completed in as little as six weeks with intensive personal study and significant personal attention from your sponsoring Certified Wealthcare Analyst instructor (each enrollee is automatically assigned a primary instructor) but often can take over a year to complete.

Wealthcare Capital Management offers this intensive training and certification program without cost to qualifying financial advisors. To qualify, you must hold one of the following licenses or registrations: NASD/NYSE Series 7, Series 65, State RIA, or SEC RIA.

Click here for more information on the CWA Program.

Click here to enroll in the program.

ADVISOR NEWSLETTER

From time to time we send an email that keeps you up-to-date with feature articles, announcements of upcoming events, additions and upgrades to our products, and special offers from our partners. Interesting articles provide you with valuable information to use with your clients and can serve as handy references to use in sales situations. Click here to subscribe to this free email.

WEALTHCARE ADVISOR CALLS

We periodically schedule special calls with our Wealthcare Analysts or guest lecturers featuring case studies and other relevant topics. Special calls are announced in our educational advisor email.

Register Today

Ready to sign up for a free trial account? Do you want to see if your clients will meet their goals? Register here.

Interactive presentation

This exciting three minute Flash video will give you an overview of how our process works. On a T1 connection the file should download in 1 to 2 minutes.

Wealthcare Conference

Wealthcare Capital offers training conferences periodically throughout the country in various metropolitan areas. For more information please contact your Wealthcare Specialist or email us at: support@wealthcarecapital.com.

Seminars, product enhancements, and other brand new information at the click of your mouse. Take a look.