Keystone logo
College For Financial Planning Wealth Management SpecialistSM
College For Financial Planning

Wealth Management SpecialistSM

Centennial, USA

Request duration

English

Request pace

Request application deadline

Sep 2024

Request tuition fees

On-Campus

Scholarships

Explore scholarship opportunities to help fund your studies

Introduction

The Wealth Management SpecialistSM, or WMSSM program, is a designation program for financial professionals. This program provides new advisors with a substantial overview of the most critical concepts in financial planning and wealth management, without the rigors of the CFP® certification or a more comprehensive professional designation. Begin OnDemand classes and complete your WMSSM designation. You’ll be able to view our instructor-led lectures when it fits into your schedule.

The WMSSM designation streamlines the cost and time toward your next credential. As you advance your career, the College recognizes the time and investment it takes to earn industry-recognized credentials. Upon completion of the WMSSM, graduates receive an exemption from course FP511 in the College's CFP® certification education program.

English Language Requirements

Certify your English proficiency with PTE. The faster, fairer, simpler English test, accepted by thousands of universities around the world. PTE, Do it worry-free!

About the School

Questions

Similar Courses

  • Master in Financial Management
    • Zaragoza, Spain
  • MSc in Financial Management
    • Budapest, Hungary
  • Msc European Studies in Investor Relations and Financial Communication
    • Lugano, Switzerland