What is it?
Dearborn offers accessible and effective instructional design for the professional learner. The Wealth Management Specialist(TM) Certificate program is an online, self-paced study program. It's 24/7 availability gives professional learners the flexibility to study when it fits their schedule. The program is comprised of one course with 10 lessons and each lesson has a corresponding online quiz and one online final examination. Quizzes consist of eight multiple-choice questions and a score of 75% is needed in order for the student to pass and move on to the next lesson. The final examination consists of 60 multiple-choice questions and a score of 70% or higher is required to pass. Quiz and exam results are returned instantly. Students may use the WMS designation after successful completion of the course exam and ethics statements, in which they agree to maintain ethical standards and satisfy industry CE requirements.

What differentiates a world-class manager from a financial advisor?
The answer is an accessible and comprehensive wealth management education that gives financial advisors the confidence to offer sound advice and provide insight to customers about the best investment choice that will help achieve their financial goals in every stage of their life.

Dearborn, in partnership with Kaplan University's online Wealth Management Specialist (WMS) certificate program, can help shape your financial advisor into a world-class wealth manager. The investing strategies taught and enhanced knowledge shared in this program in the areas of taxation, estate planning, and insurance investment products will give them the tools needed to build customer value and achieve bottom-line results.

Wealth Management Specialist Certificate -
Every world-class wealth manager's powerhouse curriculum
Unit 1: Fundamental Considerations in the Wealth Management Process
Unit 2: Time Value of Money Principles
Unit 3: Measurement of Risk and Return
Unit 4: Asset Allocation Process
Unit 5: Investment Strategies
Unit 6: Taxation of Investments
Unit 7: Insurance Products in Wealth Management
Unit 8: Business Ownership and Planning
Unit 9: Retirement Planning Considerations
Unit 10: Estate Planning Considerations

Why choose Dearborn?
Build a strong foundation in the fundamentals of wealth accumulation and management for high net worth individuals with Dearborn's online Wealth Management Specialist designation program.

Quick return on investment:  The Wealth Management Specialist Certificate program must be completed within three months. This short completion time ensures a quick return on your educational investment.

Superior support to keep students focused on their learning goals:  Our instructors are available to answer content questions via email and telephone.
Hours of operation
Monday - Friday
7:00am to 7:00pm Central Time
Call: 1-888-694-3568 (Toll Free)
Email: contactus@dearborn.com

Learn from industry experts:  Kaplan University's success is directly linked to our outstanding instructional staff and administration. Faculty members are selected on the basis of their professional knowledge, extensive education, and years of experience in wealth management and financial planning. Students receive comprehensive instruction, which enables them to reach their potential for success. For details on our faculty, CLICK HERE.

Achieve recognition - earn the Wealth Management Specialist designation:  Once students successfully complete the Kaplan University Wealth Management Certificate program and sign a code of ethics declaration, they will be awarded the Wealth Management Specialist (WMS) designation and will have earned the right to use this designation in their professional correspondence, including business cards and letterhead. The designation is administered and awarded by our partner, Kaplan University.

A step closer to a CFP® Board-Registered Education program:  A student may choose to continue their investment education by registering in the online Certificate in Financial Planning program, a CFP Board-Registered Education program. Students who successfully complete the online Wealth Management program will receive transfer credit for completing FP101, Fundamentals of Personal Financial Planning, the first course in Kaplan University's online Certificate in Financial Planning program.¹

Differentiate your team to achieve bottom-line results:  Let Dearborn help train your financial advisors and support staff to become a world-class wealth manager. Give them the tools and the confidence to offer sound advice and provide insight to your customers about investment choices that will help them achieve their financial goals in every stage of their life.

For more information and pricing regarding the Wealth Management Certificate program, please email springer@dearborn.com.