WMCP®


Wealth management is about individuals, not institutions. Bring a new level of value to your client relationships with a goal-based investment strategies that put your clients first.

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®?

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Constructed by 25+ top wealth management experts

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

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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 three years 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:

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

Continuing Education (CE) credit is required to maintain the WMCP® designation. For more information, see our CE Credit FAQ page.

Tuition & Fees

Tuition includes all 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.

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:

  1. Investment Management Theory
  2. Investment Management Tools
  3. Investment Accounts
  4. Application and Portfolio Management Strategies

Program Faculty

Michale Finke Chief Academic Officer
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

READ BIO >
Professor Wade Pfau
Wade D. Pfau

Professor of Retirement Income

RICP® Program Director

Co-Director of the New York Life Center for Retirement Income

READ BIO >
David Blanchett
David Blanchett

Adjunct Professor of Wealth Management

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FAQs

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

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

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

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.

There are no requirements needed to begin taking WMCP® courses: however, three years of relevant business experience are required to use the designation. This experience must be accumulated up to five years before completion of the program.

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. 

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

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.

Wealth Management Resources

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Insight
Up Your Game: How the WMCP® Credential is Helping Lee Williams Succeed
WMCP simulations
Insight
Investors vs. Institutions: Goal-Based Wealth Management in Action
The Lifecycle Approach to Wealth Management: 5 Stages to Understand
Download
Everyday Investors Aren’t Institutions
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Visit
THE AMERICAN COLLEGE NORTHWESTERN MUTUAL GRANUM CENTER FOR FINANCIAL SECURITY

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