Wealth Management Specialist (WMS)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization Kaplan University
Qualification and Educational Requirements
Prerequisites None
Education Requirements None
Examination Type Course exams and final certification exam (online, timed, proctored)
Continuing Education Requirements 20 hours every 2 years
Verification, Complaints and Accreditation
Check Professional Status Online Email academicadvisor@kaplan.com and request that the designation status of an individual be checked
Investor Complaint Process Yes, by email to academicadvisor@kaplan.com
Published List of Disciplined Designees None
Accredited By None