AESI Professional Certifications

Curriculum of Study
Certified Wealth Smart Strategist (CWSS)

Extended Credit Recognition

Four year course of study with collegiate academic eligibility.

CWSS DESIGNATION

All candidates for the CWSS designation must hold a professional license (attorney, securities, insurance, real estate, CPA) or a CFP designation, and must be enrolled in the AESI on-going education process. Qualification for that enrollment requires completion of the preliminary CWSS courses listed below. The CWSS designation is awarded after completion of the education intervals shown as foundational education. 

Extension courses for further designations thereafter are based on completion of additional courses.  After completion of the foundational course program, the CWSS can function as an “Advisor” and operate the delivery of the “Wealth Smart Asset Protection and Growth System”.

CLIENT COMPLAINT PROCESS

As part of our continuing commitment to excellence and to effectively monitor use of our CWSS designation, AESI urges that any client experiencing a serious problem with a CWSS, please file a written complaint with the Institute's office at:
 
Advanced Education Strategies Institute
4167 Avenida de la Plata, Suite 106.
Oceanside, CA 92056
 
All properly presented complaints will be reviewed by the AESI Board of Directors and resolved appropriately.

ROSTER of CERTIFIED WEALTH SMART STRATEGISTS

To inquire about a particular professional or for a listing of individuals currently
holding the Certified Wealth Smart Strategist designation,
please Click to send your inquiry by e-mail to the AESI Registrar, or
write to AESI at the address above.

CWSS designation eligibility is maintained by completing ninety day cycles of education with testing.  After successful completion of blocks of study hours, an Advisor is eligible to be awarded extended certification as per the schedules shown.

EXTENDED PROGRAM OF STUDY  

NICEP Course Study, with Certified Estate Planner (CEP) specialized designation.

NICEP Course Study, with Master Certified Estate Planner (MCEP) specialized designation.

After specialized designation is completed, an Advisor is eligible to be awarded Bircham International University accreditation, on the basis of completed courses, and the transfer of AESI credit hours to BIU’s collegiate courses of study.

At the discretion of the AESI and BIU Curriculum Study Administration, the eligibility depicted below may be accelerated if the student can satisfy the prerequisites of study. In addition, previous documented accreditation will be recognized and awarded partial credit hours toward completion of AESI required and extension courses.  Examples:  CFP, CEP, MCEP, EA, etc.


Internal Required Extension Courses are designated by “IREC” in the course profiles.

IREC includes both current course topics as well as up-dated materials which become prerequisite to extended CWSS certification and continued sponsoring in the AESI education program and licensing in the use of the AESI marketing system. Course selection and course additions are arranged for each 90 day qualification period in consultation with an AESI director.

 Course profiles and prerequisites are provided on the Programs page
and instructor profiles on the Faculty page

Preliminary CWSS Required Courses

IREC:

  • Communication Psychology - 10 hrs.
  • The True Why - 10  hrs.
  • Being Interested OR Interesting - 10  hrs.

Note: The candidate is now officially enrolled in the on-going AESI education process.

YEAR ONE

First 90 Day Segment

• Mature Markets (30 hour CEUs, Main Course)
Education concerning issues facing senior citizens; marketing strategies for clients 65 and older; legal issues facing seniors in making financial decisions.

• Professional Ethics (4 hour CEUs Course)
Provides a solid foundation for agent conduct and ethical duties in the State of California. Agents are first shown their accountability under law through examples of court cases showing how other agents have been brought to task for violations of market conduct and ethics. A full compliment of ethical decision-making tools, techniques and examples demonstrate correct conduct.

The above courses form the foundation for the CWSS designation.

Note: A newly designated CWSS is now distinguished as an “Advisor” and is eligible for BIU “certification” in the “Wealth Smart Asset Protection and Growth System”, with a specialty in “Senior Peace of Mind”.

Second 90 Day Segment

• Select two advantageous IREC (Internal Required Extension Courses) courses.

Third 90 Day Segment

• Select two advantageous IREC (Internal Required Extension Courses) courses.

Fourth 90 Day Segment

• Select two advantageous IREC (Internal Required Extension Courses) courses.

YEAR TWO

First 90 Day Segment

• Professional Issues Training (31 hour CEUs, Main Course)
Prerequisite: Mature Markets cours study.
This is a main financial planning course covering taxation, retirement and investment planning, trusts and estate planning, benefit planning and protection.

Second 90 Day Segment

• Select two advantageous IREC (Internal Required Extension Courses) courses.

Third 90 Day Segment

• Select two advantageous IREC (Internal Required Extension Courses) courses.

Fourth 90 Day Segment

• Select two advantageous IREC (Internal Required Extension Courses) courses.


Note: CWSS is now eligible for BIU “diploma” in the “Wealth Smart Asset Protection and Growth System”, with a specialty in “Senior Peace of Mind”.

YEAR THREE

First 90 Day Segment

• Client Privacy (15 hour CEUs, Main Course)
Prerequisite: Professional Issues Training course study.
Presents the responsibility of agents protecting client privacy and privilege. Review of affect of loss of privacy and privilege; agent license revocation; penalties for non-compliance.

• Insurance Digest (17 hour CEUs, Main Course)
Students explore a variety of contemporary insurance issues; agent liabilities, asset protection, coverage on disputes, issues of due care for agents, state insurance regulation for guaranty situations.

Second 90 Day Segment

• Select two advantageous IREC (Internal Required Extension Courses) courses.

Third 90 Day Segment

• Select two advantageous IREC (Internal Required Extension Courses) courses.

Fourth 90 Day Segment

• Select two advantageous IREC (Internal Required Extension Courses) courses.


Note: CWSS is now eligible for BIU “certificate” in accordance with completion of NICEP course study and testing, with a specialty as “Certified Estate Planner" (CEP).

YEAR FOUR

First 90 Day Segment

• Insurance Marketing Issues (30 hour CEUs, Main Course)
Training in regard to insurance presentation on the Internet. Also presents corresponding agent responsibilities and lawsuit cases pertinent to California law.

Second 90 Day Segment

• Select two advantageous IREC (Internal Required Extension Courses) courses.

Third 90 Day Segment

• Select two advantageous IREC (Internal Required Extension Courses) courses.

Fourth 90 Day Segment

• Select two advantageous IREC (Internal Required Extension Courses) courses.


Note: CWSS is now eligible for BIU “diploma” for completion of NICEP course study and testing, with a specialty as “Master Certified Estate Planner" (MCEP).
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