Credential has made a significant addition to knowledgeXchange, our secure extranet for credit union management and advisors at Credential partner credit unions. A fourth section of the site, one dedicated exclusively to Credential Wealth Management, is now available as a single resource centre for wealth managers and advisors to find all of their wealth management program requirements.

The four sections within the new Credential Wealth Management tab include:

Professional Development: Information on the Family Wealth Management, Core and Foundation Training Courses, CE requirements for the Wealth Consultant designation, learning tools for the Wealth Desktop, and more.

Specialist Platform: An essential tool for advisors to become the quarterback of their clients’ overall wealth management strategy, the Specialist Platform provides access to Credential and third-party specialist resources.

Marketing: Using high-impact messaging consistent with the Credential Wealth Management strategy, our new marketing campaigns promote participating credit unions as the place for wealth management and position their advisors as experts. Many materials can be customized to feature a credit union's logo and advisors’ contact details.

Research: Coming soon, this section will act as a single point of reference for Credential Market Insights and third-party research from Morningstar, Canaccord and our mutual fund managers.

Visit the new CWM section at https://kx.credential.com/CWM to find out more.

Stay tuned for upcoming announcements on Credential Wealth Management, including the launch of the online Wealth Desktop.

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, and a robust technology platform called the Wealth Desktop, available later this month. To find out more, contact clientrelations@credential.com.