2010 Press Releases

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

by User Not Found | Aug 25, 2010

August 25, 2010 – Vancouver, BC – 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 a national wealth management firm, with over 20 years of experience in the Canadian financial services industry, offering a full suite of products and services to over 225 organizations and more than 1,300 advisors. Credential and its member companies (Credential Asset Management, Credential Securities, Credential Direct, and Credential Insurance Services) provide MFDA and IIROC dealer services, online brokerage, and insurance solutions to credit unions and independent financial institutions across Canada. For more information, visit www.credential.com.

For more information, please contact:
Armita Seyedalikhani, Manager, Strategic Communications
Credential Financial Inc.

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