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 | |
| Prerequisites | None |
| Education Requirements | |
| Examination Type | |
| 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 | None |