Wealth Management SpecialistSM - WMSSM
The Wealth Management SpecialistSM (WMSSM) 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.
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
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.
Because the WMSSM Program is delivered entirely online, there are no live classes or course sessions to attend.