WMCP — Wealth Management Certified Professional
IntermediateActiveGrowing
Three required courses and three proctored final course exams; 1 year's experience to use the designation.
- Issuer
- The American College of Financial Services
- Industry
- Finance & Accounting
- Domain
- Wealth Management & Financial Planning
- Level
- Intermediate
- Exam fee
- $2,995 — verified 2026-09-27
Prerequisites & eligibility
Experience: 1 year in financial planning or related profession
Training: Three College courses
Renewal & maintenance
Valid for 2 years, 30 CE hours credits per cycle, $200 renewal fee. Renew by cpe.
Professional Recertification Program: 30 CE hours (incl. 1 ethics) every 2 years; annual fee USD 200 client-facing / USD 115 non-client-facing
Recognition
Goal-based wealth management designation.