WEALTH MANAGEMENT CERTIFIED PROFESSIONAL®

WMCP™

The WMCP™ delivers an advanced specialization in

personal wealth and investment management unlike any

other professional credential available today. Moving

beyond simple investment management, the WMCP™

helps advisors transform modern investment theory

into applied knowledge that brings a new level of value

to client relationships. WMCP™ is designed for advisors

serving a global marketplace where mass-affluent and

high-net-worth individuals seek professionals with a true

understanding of their unique needs and goals.

THE MODERN WAY TO MANAGE WEALTH.

DEEP KNOWLEDGE. GOAL-BASED. WEALTH MANAGEMENT REDEFINED.

The WMCP™ program takes learners beyond selecting

investments by taking a deep dive into the specialized

knowledge needed to build a long-term wealth management

plan through advanced strategies that effectively meet

client financial goals. Advisors with WMCP™ have extensive

knowledge of personal wealth and investment management,

including portfolio theory, mastery of investment tools, and

advanced wealth management strategies.

Delivered through state-of-the-art digital coursework, the

WMCP™ program curriculum leverages transformative

educational design to cement learning for the long-term

benefit of advisors. The education uses a competency-based

approach to focus learning in areas where the student

needs to build expertise, including tax rules, financial

products, behavioral finance, household portfolio theory,

and asset allocation.

Who Should Enroll in WMCPTM?

The WMCP™ designation is intended for financial planning

professionals who need to cultivate a deep knowledge of goal-based

personal investment management.

Mass-affluent and high-net-worth clients are likely to find the most

value in a WMCP™ designee’s understanding of modern, goal-based

investment theory.

At least three years of professional experience in financial services is

recommended for any student enrolling in the WMCP™ program.

DEVELOPED BY A TEAM OF

Experts in advanced

planning techniques25+

Required curriculum:

The WMCP™ is not a series of courses, but rather one

comprehensive course customized to meet a learner’s

individual needs.

Upon completion of the program, the student should be able to:

1. Employ a goal-based process for planning

and managing client wealth.

2. Create an efficient investment portfolio.

3. Evaluate financial instruments.

4. Assemble a wealth management strategy.

5. Provide solutions for complex wealth management needs.

The curriculum is addressed in four main categories:

1. Investment Theory

2. Investment Tools

3. Investment Accounts

4. Application & Strategies

CURRICULUM

Program Delivery

PIONEERING TOOLS FOR LEARNING AND DOING.

WMCP™ is an online, self-paced education program, which includes

video lectures, interactive text and exercises, knowledge checks,

behavioral self-checks, practice exams, and advanced practical

simulations. There are no textbooks. A pre-routing assessment will

create a customized learning path that will self-adjust as the student

progresses through the material. Learners are provided constant

feedback on their application of concepts and are given steps to take

to improve performance.

The program will conclude with a four-hour, 150-question exam

(the four hours will include a short break).

What Sets WMCPTM Apart?

In an age where investment picking is commoditized, the WMCP™

program prepares advisors to deliver on high-net-worth clients’

highest expectations.

With the WMCP™, advisors are able to effectively

• Align financial plans to long-term client objectives

• Show clients how investment portfolios relate to everyday life

• Shift a client’s focus toward long-term objectives

• Analyze tax-efficient strategies when deciding how to invest

Ongoing Commitment: Carry The Shield

The American College of Financial Services is the premier

educational institution dedicated to the development of financial

services professionals. The College has worked tirelessly to educate

our nation’s advisors, to help them raise the level of their profession,

and to ensure that society has an industry built on trust. Graduates

and designees of The American College of Financial Services have

studied, have passed rigorous exams, and have proven that they not

only have the technical knowledge to serve their clients, but have

sworn to practice ethically and in the best interest of the people

they serve. We look to our graduates, designees, students, and future

leaders, to earn the trust of your clients, to represent the legacy of this

institution, to proudly, “Carry the Shield.”

“I have to say that what I learned from the staff and students at The American

College was immeasurable. It has helped me progress my professional career and made

me a better advisor.”

RICHARD LAMANNO

“Designed to build advisors’ competence and confidence in wealth management.”

INVESTMENTNEWS

The mark of WMCP™ is the property of The American College of Financial Services and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The College can disallow use of the WMCP™ if advisors do not adhere to the program’s ethical standards, continuing education, and other requirements.

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Financial education for today.

With a unique, and unwavering, commitment to Practical Academics

— “Pracademics”— and real-world results, The American College

of Financial Services offers driven professionals one of the most

valuable, and most valued, educations you can earn. The College

is distinguished by resources of the highest quality, innovation in

program delivery and design, and results that create sustainable

career advantages. As a nonprofit, accredited higher education

institution, our courses are researched and written by a faculty of the

nation’s top thought leaders in financial services. Our goal is to ensure

that our students are viewed by clients and peers as the best and

brightest in their fields.

WEALTH MANAGEMENT CERTIFIED PROFESSIONAL®

WMCP™

THEAMERICANCOLLEGE.EDU/WMCP

OR CALL 888-212-8582