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:
Complete all 13 courses and earn your WMS certificate.
Kaplan also offers over 75 courses suitable for your CE.