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 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.

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.**

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. 

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.