Wealth Management SpecialistSM - WMSSM

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 a self-study program and complete your WMSSM designation.
You’ll be able to pursue our self-study program as 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 exemption from course FP511 in the College's CFP® certification education program.
The WMSSM designation package includes:
The Practice Exam is designed to closely replicate the Final Exam experience in terms of the degree of difficulty, timing, format, and topical coverage. This exam can be taken twice and provides unique practice questions that you haven’t seen at this point in your studies. The Practice Exam is a sound indicator of how you will perform on your Final Exam. It allows you to see areas of strength and weakness on your Performance Tracker.
If you are pursuing the Sports & Entertainment (SE) Supplemental Education for AWMA® Program to earn your SE-AWMA℠ designation, you must achieve a score of 70% or higher on the Final Exam. These students have an allotted time of 1 hour to take the Final Exam and a maximum of two attempts to pass the Final Exam.
Frequently Asked Questions about the WMSSM Designation
- New hires who desire financial planning credentials
- Experienced producers who are transitioning from product sales into offering a broader range of services
- High-level platform personnel
- Sales assistants and support staff
- Students who enroll in Live Online classes will receive online access 20 days prior to the first class date.
- Students who enroll in OnDemand classes will receive online access immediately after they enroll.
- Students who enroll in Live Online classes will receive online access 20 days prior to the first class date.
- Students who enroll in OnDemand classes will receive online access immediately after they enroll.
A passing score on the Final Exam is a score of 70% or higher. The grade earned on the Final Exam reflects your overall grade for the designation program.
A score of 70% or better is required to pass all professional designation final exams. Students who do not earn a minimum of 70% after the allotted number of final exam attempts will be required to re-enroll in the professional designation course, pursuant to the Professional Designation Re-Enrollment Policy.
For LUTCF® designation holders
A $50 renewal fee is also required every two years.
Learn more about your renewal options at this link: Renew Your Professional Designation
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