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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. 

Call Our Designation Specialists to Enroll

800-237-9990 option 3

Frequently Asked Questions about the WMSSM Designation

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