The WMCP® Refresher Course is for professionals who have completed the three-course WMCP® program. It includes all materials on goal-based planning, efficient investment portfolios, and strategic wealth management. This is a non-assessed resource dedicated to your ongoing professional review.
Your access includes all text and video content from the WMCP® curriculum. Revisit modern investment theory, asset allocation, behavioral finance, and tax rules within the goal-based framework. The content is available on demand, allowing you to review at your own pace.
Use this course to refresh your investment planning knowledge before a client review or to refresh your understanding of household portfolio theory. It serves as a practical reference for your daily wealth management practice.
