Wealth Management Specialist Program Details

The WMS certificate program is designed for those who are involved with customer transactions and recommendations of all financial services products.

WMS for Individuals

  • Complete all 13 courses and earn your WMS certificate.
  • Use your financial planning knowledge to advance your career in financial services.
  • Complete the Wealth Management Specialist certificate as a "stepping stone" toward earning the CFP® mark.

Start Today

WMS for Organizations

  • Create a custom professional development program by choosing desired courses from our 13-course library.
  • Recognize the Wealth Management Specialist certificate in your organization and increase financial planning expertise at all levels.

Learn More

WMS Information and Materials

  • WMS Courses are all completed online, so you can study anytime, anywhere.
  • The program is designed to be completed in approximately 65 hours, depending on your financial knowledge and experience.
  • Each course has a corresponding multiple-choice review quiz online.
  • A Certificate of Completion is awarded after completing the final course and passing a 60-question final exam with a 70% or higher.
  • WMS holders are responsible for completing 16 hours of continuing education credits every 2 years to maintain their credential.

Wealth Management Specialist Course Overview

Expand the WMS courses listed below to learn more about curriculum covered within each topic.

Need a Little Guidance?

Connect with our seasoned team of Designation Specialists to discuss if the WMS Program is right for you.



Wealth Management Specialist Renewal Requirements

All WMS designation holders are responsible for completing 16 hours of Continuing Education credits every 2 years.
Choose from over 75 Kaplan Financial Education courses to meet your CE requirement.

Shop CE Courses