Wealth Management Certified Professional®
The American College Of Financial Services
Key Information
Campus location
King of Prussia, USA
Languages
English
Study format
On-Campus
Duration
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Pace
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Tuition fees
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Application deadline
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Earliest start date
Sep 2024
Scholarships
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Introduction
The American College of Financial Services' WMCP® credential uses contemporary investment management, portfolio management, and financial planning strategies to bring a new level of value to the relationship between financial advisors and investors in a program with the highest degree of accreditation.
You'll learn the fundamentals of goal-based wealth management, which begins with your client’s goals—whether they're saving for college tuition, planning for retirement, or passing wealth on to others through estate planning. Through a focus on tax-efficient portfolio management strategies that integrate the newest research on client behavior and financial planning, the WMCP® will develop your expertise as an analyst in goal identification, risk management, and investment management plans tailored to the needs of investors. Developed by more than 25 expert financial advisors, the WMCP® provides a unique education in applied investment management that won the program the 2018 Brandon Hall Group Bronze Award for Excellence in Learning.