Wealth Management Certified Professional (WMCP)
| Designation Essentials | |
|---|---|
| Status | Currently offered and recognized by the issuing organization. |
| Issuing Organization | The American College of Financial Services |
| Qualification and Training Requirements | |
| Prerequisites | 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. |
| Designation Training Requirements | Completion of online coursework and assessments. |
| Designation Exam Type | 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 | |
| Online Designation Resource | Online at Designation Check |
| Investor Complaint Process | Online at Complaints Against Advisors |
| Published List of Disciplined Designees | None |