Why Kaplan?

College for Financial Planning® is now a Kaplan Company.

For over 80 years, we've remained student-focused, results-driven, and committed to helping individuals achieve their educational and career goals. Consider the Wealth Management Specialist certificate program as you begin a career in financial planning. 

Why should I become a Wealth Management Specialist?

The WMS certificate is designed for many financial industry roles, including those entering the field. 

Convenient Study Program

You can easily fit the WMS certificate program into your busy lifestyle with our online tools.