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Wealth Management SpecialistSM - WMSSM


WMSSM Professional Designation Program

Enroll in the Wealth Management SpecialistSM program by calling 800.237.9990 option 3.

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 have the ability to test out of the first course in our CFP® certification education program.

Review our Policies and Procedures for more details. 

Course Sessions

Because the WMSSM Program is delivered entirely online, there are no live classes or course sessions to attend.

Frequently Asked Questions about the WMSSM Designation


Is this designation right for you?


How does the WMSSM Program work?

Offer the WMSSM Program to Your Employees

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