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™

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.


Coursework:
  • Lesson 1- Presenting the Value Proposition - Do you perceive a contradiction?


  • Lesson 2- Profiling the Wealthcare Way & Case Study #1 - Profile a Client/Prospect


  • Lesson 3- Building Capital Market Assumptions


  • Lesson 4- Designing & Presenting Recommendations & Complete Case Study #1


  • Lesson 5- Ongoing Service & Advice


  • Lesson 6- Implementation- Portfolios consistent with Wealthcare premises


  • Final Exam


  • Four additional case studies where the best learning happens by delivering Wealthcare to real clients/prospects.


    • 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 Certified Wealthcare Analyst™ 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.


  • To see a schedule of upcoming calls click here

  • To enroll in our FREE Certified Wealthcare Analyst™ Program click here

  • To learn more about each of the lessons click here


    USER SUPPORT

    Like you, Wealthcare Capital Management prides itself in being responsive to clients. We are available to help you with site walk-throughs, case design, and troubleshooting via telephone or through our user support email (feedback@wealthcarecapital.com). If you call or email during non-business hours, we will respond within one business day.