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Wealth Management Specialist (WMS)


Summary:

Designation requires that the advisor have at least a high school education or GED. Advisor takes a self-study course and must pass a certification exam. Coursework designed to give the advisor a better understanding of the fundamentals of wealth accumulation and management of high net worth individuals.

Issuing Organization:

Kaplan niversity/ Dearborn Financial Services

Website:

www.dearborn.com



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