WMCP®
Wealth Management Certified Professional®
Redefining the value of wealth management
WMCP® designees report significant improvements in client satisfaction.
What is the WMCP®?
The Wealth Management Certified Professional® designation, or WMCP®, delivers the strategic and practical framework you need to build broadly-diversified, tax-efficient portfolios aligned with your clients’ goals. The designation will help you develop tools to deliver true advisor alpha.
Our Proven Outcomes
WMCP® DESIGNEES REPORT:
+144% higher growth in client retention
+32% higher growth in earnings
+28% higher growth in number of clients
+16% higher growth in production
+5% higher growth in client assets under management (AUM)
FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024. Based on reported three-year growth compared to advisors with no designations.
Say the WMCP® improved their client conversations
Say the WMCP® improved their ability to meet a greater number of client goals
FUSE Research Network. The American College of Financial Services Designation Outcomes Study. 2024.
What Designees are Saying
“The College’s education has been like body armor for me. The WMCP® especially gave me the knowledge and confidence to work with more up-market clients and higher-net-worth individuals I’d never spoken with before.”
—Terry Parham, MSFP, CFP®, ChFC®, CLU®, RICP®, WMCP®
“As a comprehensive financial planner, I saw the value in the WMCP® Program as it combined goal-based planning with investment management. This program was an easy way to enhance my skills and bring more expertise to my clients without worrying about taking an in-person class with my work schedule. I highly recommend this program to any advisor who wants to improve their skills in wealth management."
—Morgan Marlin, WMCP®, CRPS®
A Legacy of Industry Leadership
Founded in 1927, The American College of Financial Services is the nation's largest nonprofit educational institution devoted to financial services professionals. Holding the highest level of academic accreditation, The College has educated over 200,000 professionals across the United States through certificate, designation, and graduate degree programs. Its portfolio of applied knowledge also includes just-in-time learning and consumer financial education programs. The College's faculty represents some of the foremost thought leaders in the financial services industry. Visit TheAmericanCollege.edu and connect with us on LinkedIn, Twitter, Instagram, Facebook, and YouTube. Discover all the ways you can expand your opportunities with us.
Your Life's Work
Powered by the leading academic institution for applied financial knowledge and education.
The American College of Financial Services provides equal opportunity to students and employees, regardless of race, color, and national or ethnic origin. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
© The American College of Financial Services
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