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Wealth Management Specialist (WMS)

Designation Essentials
Status Currently offered and recognized by the issuing organization.
Issuing Organization College for Financial Planning
Qualification and Educational Requirements


Education Requirements

AAMS Course Info

Examination Type

Final designation exam (online, timed)

Continuing Education Requirements

16 hours every 2 years

Verification and Complaints
Check Designation Status Online

Email [email protected] and request an individual’s designation status.

Investor Complaint Process

Yes, by email at [email protected].

Published List of Disciplined Designees