THE MODERN WAY TO MANAGE WEALTH.

Get to know this important designation

WEALTH MANAGEMENT CERTIFIED PROFESSIONAL®

WMCP®

What is the WMCP®?

Going beyond investment selection,

the WMCP® designation prepares

advisors to build long-term wealth

management plans for individuals.

Advisors with a WMCP® designation

have a deep understanding of personal

wealth and investment management,

and expertise on a wide array of

topics, including portfolio theory,

investment tools, tax rules, and wealth

management strategies.

Why is the WMCP® different?

Rather than focusing solely on investment

choices, the WMCP® program ingrains

complex wealth and investment management

concepts through real-life simulations and

state-of-the-art digital coursework. In an

age of disruptive technology, the WMCP®

program prepares advisors to deliver on

clients’ highest expectations.

WMCP®: PERSONAL WEALTH AND INVESTMENT MANAGEMENT SPECIALIZATION

Why select a WMCP®?

Investors prefer advisors with expertise in the

sophisticated wealth management approaches that

are taught in the WMCP® program, such as goal-

based planning, behavioral finance, and effective

investment management practices.

The WMCP® designation provides your advisor

with the education needed to deliver service and

expertise aligned with your expectations, and to

help you make informed financial decisions aligned

with your long-term financial goals.

Deep knowledge. Goal-based.

Wealth management redefined.

What a WMCP® can do for you:

• Align financial plans to your

long-term objectives

• Create diversified, efficient investment

portfolios that meet your short- and

long-term financial goals

• Analyze tax-efficient strategies when

deciding how to invest

• Leverage goal-based planning, life cycle

theory, and tax-efficient portfolio design,

when evaluating your investment options

• Deliver consistent and ongoing value

• Encourage a lifelong planning process

AVERAGE STUDY TIME FOR THE WMCP ® PROGRAM EXCEEDS

400 HOURSAn additional 15 hours of

continuing education is required every year to maintain the WMCP®.

Benefits of working with a WMCP®:

ESTABLISH A GOAL-BASED PROCESS FOR PLANNING

AND MANAGING YOUR WEALTH

BUILD AN EFFICIENT INVESTMENT PORTFOLIO TAILORED

TO YOUR FINANCIAL GOALS

ASSEMBLE A WEALTH MANAGEMENT STRATEGY

FIND SOLUTIONS FOR COMPLEX WEALTH MANAGEMENT NEEDS

ENSURE YOUR ADVISOR IS CREDENTIALED

AND CURRENT:

Visit DesignationCheck.com

EVERY WMCP ® RECEIVES AN EDUCATION DEVELOPED BY

25+Of the most respected wealth

management experts in the U.S

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.

TO LEARN MORE, VISIT: THEAMERICANCOLLEGE.EDU/WMCP

WEALTH MANAGEMENT CERTIFIED PROFESSIONAL®

WMCP®