Wealth Management SpecialistSM - WMSSM
WMSSM Professional Designation Program
The Wealth Management SpecialistSM program equips your staff 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.
Advance your career for only $599. Call to enroll.
The program is ideal for:
- New hires not yet ready for a more rigorous designation program
- Experienced producers who are transitioning from product sales into offering a broader range of products and services
- High-level platform personnel
- Sales assistants and support staff
- Professionals who want to advance their career online on their own schedule
Upon graduation, WMSSM designees receive credit for the completion of FP511 in our CFP® certification education program.
Review our Policies and Procedures for more details.