Wealth Management Specialist (WMS)
|Status||Currently offered and recognized by the issuing organization.|
|Issuing Organization||College for Financial Planning|
|Qualification and Educational Requirements|
|Continuing Education Requirements||
16 hours every 2 years
|Verification, Complaints and Accreditation|
|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||