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:
71% of professionals surveyed with specialized financial designations such as the WMS℠ reported an increase in their client base after earning their specialized designation through the College for Financial Planning®.*
Professionals surveyed with specialized financial designations such as the WMS℠ designation reported a 20% earnings increase after earning their most recent professional designation.**
Fulfill Continuing Education Requirements
If you currently hold a professional designation from the College, completion of a new professional designation program fulfills 16 hours of continuing education as part of the renewal of your current designation.
Skills That Benefit You and Your Clients:
Develop new skills that can assist you in working with clients while advancing your own financial career.
"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.
*This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between August 31 and November 18, 2021. For this survey, a sample of 798 2021 graduates of the College for Financial Planning was interviewed online in English. The sample includes 82 graduates whose most recent professional designation earned was a specialized financial designation (ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS℠) and who answered this question.
**This is one of the findings of a quantitative survey conducted by the College for Financial Planning®—a Kaplan Company between August 31 and November 18, 2021. For this survey, a sample of 798 2021 graduates of the College for Financial Planning was interviewed online in English. 86% of respondents are practicing financial services professionals and 72% have been working in the financial planning industry for 5+ years. The sample includes 80 graduates who earned a specialized financial designation (ABFP®, ADPA®, APMA®, AWMA®, CMFC®, CRPS®, CSRIC®, FPQP®, LUTCF®, WMS℠) and answered this question.