Wealth Management Certified Professional®

The WMCP® credential uses contemporary investment management, portfolio management, and financial planning strategies to bring a new level of value to the relationship between financial advisors and investors. WMCP® credential holders should have the expertise to: • Implement investment management plans for a range of client goals, including retirement planning, estate planning, small business planning, education, housing, and legacy • Develop a deep understanding of investment management and financial planning and how they can be used to meet investors' goals • Identify client tax characteristics and evaluate investment management strategies that can provide the highest after-tax performance using traditional, Roth, and taxable accounts • Address the importance of human capital, including risk management of factors like premature death, disability, and the integration of earnings into portfolio management • Strategically use life insurance products in financial planning • Help clients effectively manage risk • Account for client emotions and behavior to help investors reach long-term goals The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. Graduates and designees of The American College of Financial Services have studied, passed rigorous exams, and 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.