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WEALTH MANAGEMENT CERTIFIED PROFESSIONAL®
WMCP™
The WMCP™ delivers an advanced specialization in
personal wealth and investment management unlike any
other professional credential available today. Moving
beyond simple investment management, the WMCP™
helps advisors transform modern investment theory
into applied knowledge that brings a new level of value
to client relationships. WMCP™ is designed for advisors
serving a global marketplace where mass-affluent and
high-net-worth individuals seek professionals with a true
understanding of their unique needs and goals.
THE MODERN WAY TO MANAGE WEALTH.
DEEP KNOWLEDGE. GOAL-BASED. WEALTH MANAGEMENT REDEFINED.
The WMCP™ program takes learners beyond selecting
investments by taking a deep dive into the specialized
knowledge needed to build a long-term wealth management
plan through advanced strategies that effectively meet
client financial goals. Advisors with WMCP™ have extensive
knowledge of personal wealth and investment management,
including portfolio theory, mastery of investment tools, and
advanced wealth management strategies.
Delivered through state-of-the-art digital coursework, the
WMCP™ program curriculum leverages transformative
educational design to cement learning for the long-term
benefit of advisors. The education uses a competency-based
approach to focus learning in areas where the student
needs to build expertise, including tax rules, financial
products, behavioral finance, household portfolio theory,
and asset allocation.
Who Should Enroll in WMCPTM?
The WMCP™ designation is intended for financial planning
professionals who need to cultivate a deep knowledge of goal-based
personal investment management.
Mass-affluent and high-net-worth clients are likely to find the most
value in a WMCP™ designee’s understanding of modern, goal-based
investment theory.
At least three years of professional experience in financial services is
recommended for any student enrolling in the WMCP™ program.
DEVELOPED BY A TEAM OF
Experts in advanced
planning techniques25+
Required curriculum:
The WMCP™ is not a series of courses, but rather one
comprehensive course customized to meet a learner’s
individual needs.
Upon completion of the program, the student should be able to:
1. Employ a goal-based process for planning
and managing client wealth.
2. Create an efficient investment portfolio.
3. Evaluate financial instruments.
4. Assemble a wealth management strategy.
5. Provide solutions for complex wealth management needs.
The curriculum is addressed in four main categories:
1. Investment Theory
2. Investment Tools
3. Investment Accounts
4. Application & Strategies
CURRICULUM
Program Delivery
PIONEERING TOOLS FOR LEARNING AND DOING.
WMCP™ is an online, self-paced education program, which includes
video lectures, interactive text and exercises, knowledge checks,
behavioral self-checks, practice exams, and advanced practical
simulations. There are no textbooks. A pre-routing assessment will
create a customized learning path that will self-adjust as the student
progresses through the material. Learners are provided constant
feedback on their application of concepts and are given steps to take
to improve performance.
The program will conclude with a four-hour, 150-question exam
(the four hours will include a short break).
What Sets WMCPTM Apart?
In an age where investment picking is commoditized, the WMCP™
program prepares advisors to deliver on high-net-worth clients’
highest expectations.
With the WMCP™, advisors are able to effectively
• Align financial plans to long-term client objectives
• Show clients how investment portfolios relate to everyday life
• Shift a client’s focus toward long-term objectives
• Analyze tax-efficient strategies when deciding how to invest
Ongoing Commitment: Carry The Shield
The American College of Financial Services is the premier
educational institution dedicated to the development of financial
services professionals. The College has worked tirelessly to educate
our nation’s advisors, to help them raise the level of their profession,
and to ensure that society has an industry built on trust. Graduates
and designees of The American College of Financial Services have
studied, have passed rigorous exams, and have proven that they not
only have the technical knowledge to serve their clients, but have
sworn to practice ethically and in the best interest of the people
they serve. We look to our graduates, designees, students, and future
leaders, to earn the trust of your clients, to represent the legacy of this
institution, to proudly, “Carry the Shield.”
“I have to say that what I learned from the staff and students at The American
College was immeasurable. It has helped me progress my professional career and made
me a better advisor.”
RICHARD LAMANNO
“Designed to build advisors’ competence and confidence in wealth management.”
INVESTMENTNEWS
The mark of WMCP™ is the property of The American College of Financial Services and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The College can disallow use of the WMCP™ if advisors do not adhere to the program’s ethical standards, continuing education, and other requirements.
MKT00118
Financial education for today.
With a unique, and unwavering, commitment to Practical Academics
— “Pracademics”— and real-world results, The American College
of Financial Services offers driven professionals one of the most
valuable, and most valued, educations you can earn. The College
is distinguished by resources of the highest quality, innovation in
program delivery and design, and results that create sustainable
career advantages. As a nonprofit, accredited higher education
institution, our courses are researched and written by a faculty of the
nation’s top thought leaders in financial services. Our goal is to ensure
that our students are viewed by clients and peers as the best and
brightest in their fields.
WEALTH MANAGEMENT CERTIFIED PROFESSIONAL®
WMCP™
THEAMERICANCOLLEGE.EDU/WMCP
OR CALL 888-212-8582