WMCP™Wealth Management Certified Professional
- Credentials (Letters): WMCP
- Credentials (Full Name): Wealth Management Certified Professional
- Type of Knowledge: Wealth Management
- Sponsor for Credential: The American College
- Sponsor/Credential Website: https://www.theamericancollege.edu/
Program Information
- Prerequisites: To receive a Huebner School designation (including ChFC®, CLF®, CLU®, RICP®, and WMCP™), you must successfully complete all courses in your selected program, meet experience requirements and ethics standards, and agree to comply with The American College Code of Ethics and Procedures.
- Curriculum: Tax rules, financial products, behavioral finance, household portfolio theory, asset allocation, and more
- Type of Study: Digital coursework
- Estimated Completion Time: Should take 6 months, but there is a 12 month window for completion
- Examination Requirements: To receive the WMCP™ designation, a student must successfully complete all required program content within the WMCP™ learning platform (including knowledge checks, simulations), pass the final exam, meet experience requirements, and agree to comply with T
- Continuing Education Requirements: None
Investor Functions
- Advisor Look-Up: None
- Investor Education: Yes
- Telephone: 888-263-7265
- Email: Via website
- Additional Comments: Disclaimer: Since the time of this update, certification information may have been updated without our knowledge.