The WMS℠ certificate program is designed for those who are involved with customer transactions and recommendations of all financial services products.
Expand the WMS℠ courses listed below to learn more about curriculum covered within each topic.
Connect with our seasoned team of Designation Specialists to discuss if the WMS℠ Program is right for you.
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.