EXPERIENCE THE WMCP® PROGRAM
REDEFINING THE VALUE OF WEALTH MANAGEMENT
59% of advisors say they want further education in wealth management, and our Wealth Management Certified Professional® (WMCP®) Program delivers. Learn modern-day goal-based strategies to build broadly-diversified, tax-efficient portfolios tethered to a range of client needs.
Take a behind-the-scenes tour of the WMCP® Program with those who know it best!
- Learn about the WMCP® Program’s unique features with Program Director Michael Finke, PhD, CFP®
- Visualize the student experience with one of the program’s successful alums – Padric Scott, WMCP®, CFP®, ChFC®, CLU®, CCFC, Founder and CEO of CrossRoad Wealth Management Group