Become a Wealth Management Specialist

If you're considering a career in the financial planning industry, start by refining your skills with the WMS Certificate.

Are you new to the financial industry?


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 (WMS) will qualify you to advise and plan for these scenarios without the stress and rigors of the CFP® certification program. The WMS program is designed for entry-level financial professionals, financial advisor support staff, and those want to advance in their careers in the financial industry.


Set Yourself Apart

  • Attract and retain clients with this professional designation.
  • Build your credibility and your expertise with the first step in financial credentials.

Accessible Study Program

  • Program offered completely online; accessible anytime, anywhere.
  • Program is designed to be completed in approximately 65 hours.

Stay on Track for Your CFP® Mark

  • The WMS program gives you a substantial overview of the most critical concepts in financial planning prior to the rigorous CFP® exam program.
  • WMS holders can bypass the first education course in the CFP® certification education program.

Is the WMS certificate right for me?

Get all your questions answered about the Wealth Management Specialist℠ certificate program in our frequently asked questions.

Start Your Program Today

The Wealth Management Specialist certificate program can take your service offerings to the next level with proven coursework and study materials.

9 out of 10

consumers feel most confident working with an advisor who holds a financial designation1.


of investors look for an advisor who has passed a certification exam and gone through an education program1.

1 "A Career in Demand";