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.
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.