WHAT IS THE WMCP®?
The Wealth Management Certified Professional® (WMCP®) is an online, self-study program that provides professionals with a goal-based planning framework to build tax-efficient portfolios that meet a range of client needs — whether they're saving for college tuition, planning for retirement, or passing wealth on to others through estate or legacy planning.
The WMCP program is for financial advisors, investors, and anyone interested in asset management. You’ll develop your expertise in goal identification, risk management, and investment management plans tailored to client needs.
Getting accredited provides the necessary tools to become an investor and a competitive edge in the market. An accreditation is highly valuable for anyone interested in working with securities, and serves as a way to shore up your financial planning skills. The intersection of retirement planning and wealth management, in particular, holds countless opportunities for people with the right qualifications.
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