WMSSM Designation
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Top 5 Benefits of Earning the WMSSM Designation

The WMSSM program is the perfect way to transition from a new hire to an experienced advisor.

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Industry Recognition:

The WMSSM designation is recognized as the industry-benchmark for new hires who are transitioning to a more hands-on advising role. The program is recognized and encouraged by the top financial firms. 

Stackable Credits:

WMSSM designees receive credit for the completion of FP511 in our CFP® certification education program. This allows you to save both time and money while pursuing multiple credentials.

Tangible Career Benefits:

Graduates of the WMSSM program report increases to their earnings and job satisfaction after completing the program

Complete Your Existing CE Requirements:

Obtain up to 45 hours of continuing education for completing the program.

Skills That Benefit You and Your Clients:

Develop new skills that can assist you in working with clients while advancing your own financial career.

Review our Policies and Procedures for more details. 

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How does the WMSSM Program work?

WMSSM Program Details
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"The WMSSM certificate program did a terrific job of preparing me to work with clients with an experienced advisor and eventually by myself. After finishing the program, I felt like I had an advantage over my peers."

- Peter L.