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.