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Kaplan University School of Professional and Continuing Education Kaplan University School of Professional and Continuing Education

Wealth Management Specialist

Wealth Management Specialist

Kaplan's Wealth Management Specialist Certificate

Build Financial Planning Expertise at all Levels in Your Organization

Your organization wants to give high-net-worth clients the wealth accumulation and management advice they need, but there isn’t a CFP® professional at every desk to give them the qualified attention they deserve. Kaplan’s online Wealth Management Specialist program can equip you with a substantial overview of the most critical concepts in financial planning and wealth management without the rigors of preparing for the CFP® exam.

To learn more about the Wealth Management Specialist certificate program and how it can benefit you, please call 800.717.3650.

Are you new to the financial industry?
Do you support a CERTIFIED FINANCIAL PLANNER™?
Do you provide high-net-worth clients with wealth management advice?

If you answered yes to any of these questions, becoming a Wealth Management Specialist will qualify you to advise and plan for these scenarios without the stress and rigors of the CFP® certification program.

The WMS program is ideal for those who are involved with customer transactions and recommendations of all financial services products. It can benefit:

  • New hires who desire financial planning credentials
  • Experienced producers who are transitioning from product sales into offering a broader range of services
  • High-level platform personnel
  • Sales assistants and support staff

Individuals

Complete all 13 courses and earn your WMS certificate.

  • Use your financial planning knowledge to advance in your career.
  • Complete the WMS as a "stepping stone" designation toward earning your CFP® mark.

Organizations

  • Create a custom professional development program by choosing desired courses from our 13-course library.
  • Recognize the WMS designation in your organization and increase financial planning expertise.

CE Requirements

  • All WMS designation holders will be responsible for completing 20 hours of Continuing Education credits every 2 years.
  • Courses are completed via our online videos, so you can study anytime, anywhere. Each course is designed to be completed in approximately 8 to 12 hours.
  • After each course, complete a corresponding online multiple-choice review quiz.
  • After completing the final course, pass a 60-question final exam with a 70% or higher. Then, your Certificate of Completion is awarded.
  • Program cost is $599.

 

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Kaplan also offers over 75 courses suitable for your CE.