Our offices will be closed Thursday, November 26th and Friday, November 27th  in observance of the Thanksgiving Holiday. Technical Support will be available via email at kfeducation@kaplan.com during business hours. We look forward to serving you when we return Monday, November 30th.  

Wealth Management SpecialistSM - WMSSM

WMSSM Professional Designation Program


Get started today. Call 800-237-9990 option 3 to enroll. 

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 OnDemand classes and complete your WMSSM designation.  
You’ll be able to view our instructor-led lectures when 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. 

Call Our Designation Specialists to Enroll
800-237-9990 option 3.

The WMSSM designation package includes:

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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