Credential Wealth Management training certifies over 165 investment advisors
as Wealth Consultants across Canada

VANCOUVER, Aug. 25 /CNW/ - Credential Financial Inc. (Credential) announced today that over 165 investment advisors across Canada have earned the Wealth Consultant designation by successfully completing the Credential Wealth Management training program.

Credential Wealth Management, or CWM, is a comprehensive service delivery model that distinguishes credit unions and their advisors as experts in wealth management. Designed to improve wealth management penetration among existing members and attract a greater share of wallet, CWM delivers the tools and resources to position advisors as experts through an enhanced advisory process, business and practice management support, accredited training courses, and a robust technology platform called the Wealth Desktop.

"The demonstrated expertise of an accredited Wealth Consultant can make a credit union member confident that when it comes time to look for services beyond mortgages and everyday banking, their trusted credit union is the place to stay," said Kim Thompson, Senior Vice President, Advisory Services at Credential. "This, of course, helps advisors and their credit unions gain a greater share of wallet and grow their business, while meeting the comprehensive needs of their clients."

"I was very impressed with the Credential Wealth Management training course I attended," said Leanne Arden, Representative (CFS), Investment Advisor (CSI), of Synergy Credit Union in Lloydminster, SK. "Not only did it provide me with sound advice and practical skills, it enhanced my confidence and ability to provide my clients with a wide variety of wealth-building strategies."

The CWM training program helps advisors gain a broader understanding of their clients' needs by utilizing Discovery skills and tools, assisting them in uncovering all of their assets. Courses include the "Credential Wealth Core Training Course", a four-day classroom session, and the more comprehensive "Credential Family Wealth Management Course", a five-day course that coaches advisors on how to manage their book of business to maximize profitability and deliver a consistent experience to their clients. Participants are awarded the Wealth Consultant designation upon successful completion of the coursework, exam and assignments for either the Core or Family accredited Training Courses.

A new online CWM Training Course is also now available, entitled "Credential Wealth Foundation", and as its name suggests, provides a solid foundation for generalists within the credit union wishing to pursue their "Wealth Consultant" designation.

About Credential Financial Inc. - Credential Financial is the national wealth management distribution company of the Canadian credit union system. Offering a full suite of wealth management products, services and strategies, Credential and its member companies (Credential Asset Management, Credential Securities, Credential Direct, and Credential Insurance Services) provide superior service to credit unions and their members.

SOURCE CREDENTIAL GROUP

For further information: For further information:

Matt Fisher, Corporate Communications Specialist
Credential Financial Inc.
604.714.3976  mediarelations@credential.com

Organization Profile

CREDENTIAL GROUP

More on this organization


Custom Packages

Browse our custom packages or build your own to meet your unique communications needs.

Start today.

CNW Membership

Fill out a CNW membership form or contact us at 1 (877) 269-7890

Learn about CNW services

Request more information about CNW products and services or call us at 1 (877) 269-7890