Choose:


WMCP (Wealth Management Certified Professional)

Overview:

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.

Educational Requirements:

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.

Prerequisites/Experience:

Requires three years of full-time, relevant business experience.

Ethics:

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.”

Examinations:

Requires one closed-book, program-specific, four-hour, 150 question, proctored exam.

Continuing Education:

30 hours of continuing education (including 1 ethics) credits every two years.

Enforcement:

Designation may be removed for unethical conduct through the Certification Committee of The American College’s Board of Trustees.

Accreditation:

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.

Issuing Institution:

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.

Sponsored by: