WMCP® Wealth Management Certified Professional

Program at a Glance

Tuition

$2,900 or less (Payment plan and reduced tuition options available)

Timing

Complete in 6 to 8 months

Format

100% online, self-study

Learning Outcomes

Employ a goal-based wealth management process for financial planning and investment management
Create an efficient investment portfolio and develop exceptional portfolio management skills
Evaluate financial instruments like an analyst
Assemble a wealth management strategy using portfolio management, investment management, estate planning considerations, and more
Provide solutions for complex wealth management needs

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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.

Why Choose The WMCP^®?

Constructed by 25+ top wealth management experts

Industry-renowned program that received the Brandon Hall Group Bronze Award for Excellence in Learning

No educational prerequisites—start your learning journey today

Learn More About the WMCP^®

Invest for Individuals, Not Institutions

How You Will Learn

What You Will Learn

WMCP^® Unit Lesson Preview

PROGRAM DETAILS

Requirements

There are no prerequisite courses required before you can begin the WMCP^®program, but one year of relevant business experience accumulated up to five years before completion of the program ARE required to use the designation.

To receive the WMCP^® designation, you must:

Successfully complete all required program content (including knowledge checks and simulations)
Agree to comply with The American College Code of Ethics and Procedures
Pass the final examination

Participation in the annual Professional Recertification Program (PRP) is required to maintain the designation. For more information, see our Continuing Education (CE) FAQ and PRP pages.

Tuition & Fees

Tuition covers all course fees and your final exam, as well as:

An initial assessment to create a learning path customized to your needs
Video lectures and interactive texts and exercises
Knowledge checks, behavioral self-checks, practice exams, and advanced portfolio management simulations
Constant, consistent feedback on your application of concepts

Pay in full upon enrollment for a reduced tuition of $2,750 (a $150 tuition savings) or utilize our installment plan for the full price of $2,900. The installment plan includes:

Payment plan paid over six (6) monthly payments
First payment of $495 due upon enrollment
Five additional monthly payments of $481

Students must enroll online to utilize the payment plan option.

We offer scholarship opportunities for African American financial professionals, active-duty military personnel, veterans, and spouses, and other qualifying groups.

Annual participation in the Professional Recertification Program (PRP).

WMCP Curriculum

The WMCP^® program is not a traditional series of courses, but rather a singular, continuous learning experience customized to meet each financial professional's individual needs. The curriculum is addressed in four main categories:

Investment Management Theory
Investment Management Tools
Investment Accounts
Application and Portfolio Management Strategies

Program Faculty

Michael Finke

Professor of Wealth Management

WMCP^® Program Director

Director for the Granum Center for Financial Security

Frank M. Engle Distinguished Chair in Economic Security

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Wade D. Pfau

Professor of Retirement Income

RICP^® Program Director

Co-Director of the American College Center for Retirement Income

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David Blanchett

Adjunct Professor of Wealth Management

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FAQs

How long will it take to earn the WMCP^®?

Typically, those who spend eight to 10 hours a week on coursework earn the WMCP^® credential in six to eight months.

How much time will I have to complete WMCP^® courses?

Upon enrollment, students have 12 months to complete all WMCP^® coursework and a comprehensive exam.

Are all fees for the WMCP^® included in the cost?

Tuition for the WMCP^® program includes all fees, course materials, and your final examination. See the Tuition & Fees section for a full breakdown.

Do you offer payment plans for the WMCP^®?

Students who enroll online can receive a payment plan option to pay $2,900 in tuition over a period of six months. For more information, view the Tuition & Fees section.

What requirements are needed to begin taking courses for the WMCP^®?

The WMCP^® requires one year of relevant experience in order to be awarded the designation for use. However, you may begin taking WMCP^® courses before you’ve met the 1 year experience requirement.

How many CE credits will I receive for the WMCP^®?

Completing the WMCP^® program is worth 15 hours of CERTIFIED FINANCIAL PLANNER™ (CFP^®) CE credit and 30 hours of Professional Recertification Program (PRP) credit. State CE is approved or pending for WMCP^®. Check the CE page for more information.

How many questions are on the WMCP^® final exam?

The final exam for the WMCP^® consists of 150 questions. You will have four hours to complete the examination.

Are there annual fees to maintain my WMCP^® certification?

The College’s annual fee for the Professional Recertification Program (PRP) is $125 for client-facing advisors and $50 for non-client facing professionals, and covers all your designations earned from The American College of Financial Services. The recertification fee is paid in advance during the last quarter of the recertification year, by December 31, and will cover the following calendar year. Payment can be made through your online account with The College.

For more information, see our full listing of PRP FAQs.