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Wealth Management SpecialistSM - WMSSM

Develop the skill set needed by experienced planners with the WMSSM designation program from College for Financial Planning®—a Kaplan Company.


WMSSM Program Overview

The Wealth Management SpecialistSM (WMSM) 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.

Review our Policies and Procedures for more details. 

WMSSM Course Topics



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