The WMCP® is designed for professionals seeking foundational and focused wealth management expertise. The program consists of three online, self-study courses covering goal-based planning, efficient investment portfolios, and strategic wealth management. Courses are completed fully online and at your own pace. One year of relevant business experience is required to use the designation, and no prerequisite courses are needed to begin.
The WMCP® curriculum is built around the life-cycle model of optimal investing, borrowing, and protection. You'll explore modern investment theory, financial instruments, asset allocation, behavioral finance, and tax rules — all within a goal-based planning framework. The program culminates in applied wealth management strategies designed to help you build and deliver comprehensive, client-centered investment plans.
The WMCP® is a strong fit for financial professionals who want to sharpen their investment planning skills and adopt a more structured, goal-based approach to wealth management. Whether you're early in your career or looking to formalize your investment expertise with a recognized credential, the WMCP® delivers focused, practical knowledge you can put to work immediately.
