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.

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

WMSSM designees can test out of  the first course in our CFP® certification education program. This allows you to save both time and money while pursuing multiple credentials.

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

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

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?

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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.