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Program checklist · Wealth Management Certified Professional®

Wealth Management Certified Professional®

American College of Financial Services · King of Prussia, PA

A checklist is the list of requirements to complete this program and receive the award, as the college publishes it in its catalog. It is the same for everyone. It does not say what you have completed; that comes from applying your own record.

Program
Award
Wealth Management Certified Professional®
Catalog edition
2026
Checklist type
degree-program
Identifiers
IPEDS UNITID
210809
CourseShelf checklist
CK_210809_ade10c19
CollegeTransfer.Net
Institution Transfer Profile
Source
CourseShelf publish 59

Requirements to complete

Every course or condition the catalog lists, in the catalog's order.

Admissions Requirements

15 items
  1. WMCP 360
    WMCP 360 Introduction to Goal-Based Planning - Introduces goal-based wealth management through a theoretical framework guided by the life-cycle model of optimal investing, borrowing, and protection
    Not resolved to a course
  2. WMCP 361
    WMCP 361 Efficient Investment Portfolios - Explains modern investment theory and provides an overview of financial instruments used to build efficient goal-based portfolio strategies for individual investors
    Not resolved to a course
  3. WMCP 362
    WMCP 362 Strategic Wealth Management - Provides an overview of applied goal-based wealth management strategies
    Not resolved to a course
  4. WMCP 360
    WMCP 360 Introduction to Goal-Based Planning - Introduces goal-based wealth management through a theoretical framework guided by the life-cycle model of optimal investing, borrowing, and protection
    Not resolved to a course
  5. WMCP 361
    WMCP 361 Efficient Investment Portfolios - Explains modern investment theory and provides an overview of financial instruments used to build efficient goal-based portfolio strategies for individual investors
    Not resolved to a course
  6. WMCP 362
    WMCP 362 Strategic Wealth Management - Provides an overview of applied goal-based wealth management strategies
    Not resolved to a course
  7. WMCP 360
    WMCP 360 Introduction to Goal-Based Planning
    Not resolved to a course
  8. WMCP 361
    WMCP 361 Efficient Investment Portfolios
    Not resolved to a course
  9. WMCP 362
    WMCP 362 Strategic Wealth Management
    Not resolved to a course
  10. WMCP 360
    WMCP 360 Introduction to Goal-Based Planning
    Not resolved to a course
  11. WMCP 361
    WMCP 361 Efficient Investment Portfolios
    Not resolved to a course
  12. WMCP 362
    WMCP 362 Strategic Wealth Management
    Not resolved to a course
  13. WMCP 360
    WMCP 360 Introduction to Goal-Based Planning
    Not resolved to a course
  14. WMCP 361
    WMCP 361 Efficient Investment Portfolios
    Not resolved to a course
  15. WMCP 362
    WMCP 362 Strategic Wealth Management
    Not resolved to a course
Source. American College of Financial Services, catalog 2026 — https://www.theamericancollege.edu/learn/professional-designations-certifications/wmcp. Captured page pages/0006.html.gz. Assembled from the institution's published catalog as captured; every record names its captured page and source URL. Assembled, not asserted.