Wealth Management SpecialistSM

The Wealth Management SpecialistSM, or WMSSM program, is a designation program for financial professionals. This program provides new advisors with a substantial overview of the most critical concepts in financial planning and wealth management, without the rigors of the CFP® certification or a more comprehensive professional designation. Begin OnDemand classes and complete your WMSSM designation. You’ll be able to view our instructor-led lectures when it fits into your schedule.

The WMSSM designation streamlines the cost and time toward your next credential. As you advance your career, the College recognizes the time and investment it takes to earn industry-recognized credentials. Upon completion of the WMSSM, graduates receive an exemption from course FP511 in the College's CFP® certification education program.

For nearly 80 years, we have offered premier financial education to students and professionals looking to add to their skillset and advance their careers. In 1972, we created the country's first financial planning credential, the CFP® certification. Today, we remain at the forefront of financial planning education by responding to the needs of the industry with professional designation programs and graduate degree programs designed to prepare professionals to create better outcomes for their clients.

As the only financial education provider with stackable credentials across nine accredited professional designations, CFP® certification, and a Masters degree in Personal Financial Planning, College for Financial Planning®—a Kaplan Company empower advisors for their current career stages while earning credit toward their next credential.

The College for Financial Planning®—a Kaplan Company's education programs in financial planning, asset management, wealth management, and retirement planning can help prepare you to become a CERTIFIED FINANCIAL PLANNER™ professional, expand your expertise through one of our professional designations, or help you earn a Master of Science Degree in Personal Financial Planning.