WMCP WEALTH MANAGEMENT CERTIFIED PROFESSIONAL

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1 WMCP WEALTH MANAGEMENT CERTIFIED PROFESSIONAL

2 THE MODERN WAY TO MANAGE WEALTH. The WMCP delivers an advanced specialization in personal wealth and investment management unlike any other professional credential available today. Moving beyond simple investment management, the WMCP helps advisors transform modern investment theory into applied knowledge that brings a new level of value to client relationships. WMCP is designed for advisors serving a global marketplace where mass-affluent and high-net-worth individuals seek professionals with a true understanding of their unique needs and goals.

3 DEEP KNOWLEDGE. GOAL-BASED. WEALTH MANAGEMENT REDEFINED. The WMCP program takes learners beyond selecting investments by taking a deep dive into the specialized knowledge needed to build a long-term wealth management plan through advanced strategies that effectively meet client financial goals. Advisors with WMCP have extensive knowledge of personal wealth and investment management, including portfolio theory, mastery of investment tools, and advanced wealth management strategies. Delivered through state-of-the-art digital coursework, the WMCP program curriculum leverages transformative educational design to cement learning for the long-term benefit of advisors. The education uses a competency-based approach to focus learning in areas where the student needs to build expertise, including tax rules, financial products, behavioral finance, household portfolio theory, and asset allocation.

4 Who Should Enroll in WMCP TM? The WMCP designation is intended for financial services professionals who need to cultivate a deep knowledge of goal-based personal investment management. Mass affluent and high-net-worth clients are likely to find the most value in a WMCP designee s understanding of modern, goal-based investment theory. At least three years of professional experience in financial services is recommended for any student enrolling in the WMCP program. DEVELOPED BY A TEAM OF 25+ planning Experts in advanced techniques

5 ENGAGING AND INTERACTIVE LEARNING, INCLUDING 6 advanced client simulations CURRICULUM Required curriculum: The WMCP is not a series of courses, but rather one comprehensive course (HS 348) customized to meet a learner s individual needs. Upon completion of the program, the student should be able to: 1. Employ a goal-based process for planning and managing client wealth. 2. Create an efficient investment portfolio. 3. Evaluate financial instruments. 4. Assemble a wealth management strategy. 5. Provide solutions for complex wealth management needs. The curriculum is addressed in four main categories: 1. Investment Theory 2. Investment Tools 3. Investment Accounts 4. Application & Strategies

6 Program Delivery PIONEERING TOOLS FOR LEARNING AND DOING. WMCP is an online, self-paced education program, which includes video lectures, interactive text and exercises, knowledge checks, behavioral self-checks, practice exams, and advanced practical simulations. A pre-routing assessment will create a customized learning path that will self-adjust as the student progresses through the material. Learners are provided constant feedback on their application of concepts and given steps to take to improve performance. The program will conclude with a four-hour, 150-question exam (the four hours will include a short break). What Sets WMCP TM Apart? In an age where investment picking is commoditized, the WMCP program prepares advisors to deliver on high-net-worth clients highest expectations. With the WMCP, advisors are able to effectively Align financial plans to long-term client objectives Show clients how investment portfolios relate to everyday life Shift a client s focus toward long-term objectives Analyze tax-efficient strategies when deciding how to invest

7 I have to say that what I learned from the staff and students at The American College was immeasurable. It has helped me progress my professional career and made me a better advisor. RICHARD LAMANNO Ongoing Commitment: Carry The Shield The American College of Financial Services is the premier educational institution dedicated to the development of financial services professionals. The College has worked tirelessly to educate our nation s advisors, to help them raise the level of their profession, and to ensure that society has an industry built on trust. Graduates and designees of The American College of Financial Services have studied, have passed rigorous exams, and have 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. We look to our graduates, designees, students, and future leaders, to earn the trust of your clients, to represent the legacy of this institution, to proudly, Carry the Shield.

8 Financial education for today. With a unique, and unwavering, commitment to Practical Academics Pracademics and real-world results, The American College of Financial Services offers driven financial services professionals one of the most valuable, and most valued, educations you can receive. The College is distinguished by resources of the highest quality, innovation in program delivery and design, and results that create sustainable career advantages. As a nonprofit, accredited education institution, our courses are researched and written by a faculty of the nation s top thought leaders in financial services. Our goal is to ensure that our students are viewed by clients and peers as the best and brightest in their fields. WMCP WEALTH MANAGEMENT CERTIFIED PROFESSIONAL THEAMERICANCOLLEGE.EDU/WMCP OR CALL The mark of WMCP is the property of The American College of Financial Services and may be used by individuals who have successfully completed the initial and ongoing certification requirements for this designation. The College can disallow use of the WMCP if advisors do not adhere to the program s ethical standards, continuing education, and other requirements.