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 Educational 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. |
Education Requirements | Completion of online coursework and assessments. |
Examination 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, Complaints and Accreditation | |
Check Designation Status Online | Online at Designation Check |
Investor Complaint Process | Online at Complaints Against Advisors |
Published List of Disciplined Designees | None |
Accredited By | The American College of Financial Services is accredited by the Middle States Commission on Higher Education. |