WMSSM Designation
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EnrollWhy PursueRenewal

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

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.