Wealth Management Certified Professional (WMCP)
|Status||Currently offered and recognized by the issuing organization.|
|Issuing Organization||The American College of Financial Services|
|Qualification and Educational Requirements|
One year of full-time business experience: must be within the five years preceding the date of the award. An undergraduate or graduate degree from an accredited educational institution qualifies as one year of business experience. Part-time qualifying business experience is credited toward the three-year requirement on an hourly basis, with 2,000 hours representing the equivalent of one year full-time experience.
Completion of online coursework and assessments.
Final certification exam (proctored, closed book).
|Continuing Education Requirements||
Recertification of knowledge via continuing education every two years. Issuing organization reviews education (courses, training, etc.) to determine if it meets the recertification requirement.
|Verification and Complaints|
|Check Designation Status Online||
Online at Designation Check
|Investor Complaint Process||
Online at Complaints Against Advisors
|Published List of Disciplined Designees||