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.
Get all your questions answered about the Wealth Management Specialist℠ certificate program in our frequently asked questions.
The Wealth Management Specialist℠ certificate program can take your service offerings to the next level with proven coursework and study materials.
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"; cfp.net.