WMCP™ (Wealth Management Certified Professional™)
A WMCP™ designee is trained to employ a goal-based process for planning and managing client wealth, create an efficient investment portfolio, evaluate financial instruments, assemble a wealth management strategy, and provide solutions for complex wealth management needs.
Requires successful completion of an online, self-paced education program, which includes real-world application simulations. Designation coursework is expected to take approximately six months to complete.
Requires three years of full-time, relevant business experience.
Designees must adhere to The American College’s Code of Ethics, which includes the following professional pledge: “I shall, in light of all conditions surrounding those I serve, which I shall make every conscientious effort to ascertain and understand, render that service which, in the same circumstances, I would apply to myself.”
Requires one closed-book, program-specific, four-hour, 150 question, proctored exam.
30 hours of continuing education (including 1 ethics) credits every two years.
Designation may be removed for unethical conduct through the Certification Committee of The American College’s Board of Trustees.
The American College has the highest level of academic accreditation – regional accreditation – through the Middle States Commission on Higher Education.
File a Complaint about a Designee:
You may file a complaint in writing to: The Registrar; The American College; 270 S. Bryn Mawr Ave; Bryn Mawr, PA, 19010 or by emailing Registrar@TheAmericanCollege.edu.
The American College, an accredited non-profit educational institution since 1927, confers the RICP®. The College has a full-time faculty of industry experts and is the leading educator of financial professionals in the United States.
Note: The American College is providing this information as a public service. It is correct to the best of our knowledge, but we neither guarantee its accuracy nor endorse any credentials for which we are not responsible as a credentialing organization.