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
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.