Our site will be unavailable for 3 hours starting on Friday, April 16th from 11:00pm and ending at 2:00am CT on Saturday, April 17th for maintenance. We apologize for any inconvenience this may cause.
Due to higher than normal call volumes you may experience longer wait times when contacting us and we appreciate your patience. View the best times to call and other ways to contact us.

Wealth Management SpecialistSM - WMSSM

WMSSM Professional Designation Program

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. 

Plus, if you currently hold a professional designation from the College, completion of a new professional designation fulfills CE hours as part of the renewal of your current designation.

The WMSSM designation package includes:

Frequently Asked Questions about the WMSSM Designation

Is this designation right for you?

Offer the WMSSM Program to Your Employees

Kaplan offers enterprise business solutions to keep your most valuable resources working smarter.

Kaplan for Business