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Wealth Management Certificate

Wealth Management Designation
Upon completion of the Wealth Management Certificate and signing of a code of ethics declaration, you will have earned continuing education credits or hours and the right to use the designation Wealth Management Specialist (WMS) on professional correspondence, including business cards and letterhead. Students that succesfully complete this program also meet all other AAFM requirements are also eligible to recieve the Chartered Wealth Manager (CWM) Certification by the AAFM .

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Program Description
The price of tuition includes the following:

Lessons
1. Fundamental Considerations in the Wealth Management Process
2. Time Value of Money Principles
3. Measurement of Risk and Return
4. Asset Allocation Process
5. Investment Strategies
6. Taxation of Investments
7. Insurance Products in Wealth Management
8. Business Ownership and Planning
9. Retirement Planning Considerations
10. Estate Planning Considerations

Tuition is: $565.00

*This special reduced tuition rate is reserved for financial services professionals who are current partners with Dearborn/Kaplan University and for those seeking the Charterted Wealth Manager (CWM) Board Certification. If you have any questions or want to know if your company is a current partner, call 866-523-3473 (Toll Free).

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Your Online Classroom
Discover the benefits of an online education! Millions of people have chosen to further their education. Here are a few reasons why:

No commuting: Classes are as near as your computer. If you are traveling, all you need is a laptop, a place to plug it in, and Internet access.

Convenience: Complete your work where you want, when you want. Learn without putting your life on hold. Complete online readings, exercises, and Web field-trips right from your computer.

Flexibility: Since course materials are available 24 hours a day, 7 days a week, you can study at your own pace.

Interactivity: Students interact with their professor and classmates regularly. Many of our students are surprised to find that they have more opportunity for interaction with students and instructors at Kaplan University than they have in a traditional classroom.

Equal time: In traditional classrooms, one or two assertive students often dominate the discussion. At Kaplan University, that is impossible. On our interactive classroom message boards, all students have a chance to be heard.

Superb national faculty: The Kaplan University faculty is chosen based upon their qualifications and teaching skills, not where they live. The result: talented, dedicated instructors from around the country.

Challenge: The nature of our program—its flexibility and convenience—challenges students to be responsible and self-motivated.

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Transfer Credits into the Online Certificate in Financial Planning
Successful completion of the Wealth Management Certificate requires passage of the quiz at the end of each lesson and the examination at the end of the program. The Wealth Management Certificate may be applied at a later date towards partial completion of Kaplan University’s Certificate in Financial Planning program. (WM101=FP101)

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Continuing Education
This program can meet the firm element requirement for the Securities Industry and has been approved for 45 hours of continuing education by the Certified Financial Planner Board of Standards, Inc. In addition, the National Association of State Boards of Accountancy (NASBA) recognizes 45 credits of Continuing Professional Education (CPE).

The Wealth Management Certificate is also approved for up to 20 hours of insurance continuing education in many states. For more information, please speak with an Admissions Advisor.

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Admission Requirements
The enrollment process at Kaplan University has been designed to match prospective students with the courses and programs that best fit their needs. Student admission is at the discretion of the program director. At a minimum, students must be 18 years of age and possess either a high school diploma or a GED.

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Tuition and Fees
The $565.00 tuition fee for financial services professionals who are current partners or are seeking to earn the CWM is payable in full in U.S. funds, by check on a U.S. bank, credit card, bank card, or money order. All tuition must be paid prior to beginning coursework. The student understands that he/she is solely responsible for accessing the Internet program and for all fees related thereto including appropriate computer equipment and an Internet service provider.

A certificate is awarded upon program completion when the student satisfactorily completes and passes every lesson quiz and the examination. Students must be free of any financial obligation to the school prior to a certificate being awarded.

The Certificate of Completion of our program will be granted to a student who successfully completes each of the ten lessons and examination in the program. Successful completion is a pass (earning at least a 75 percent on the quizzes at the end of each lesson and at least a 70 percent on the exam at the end of the course). The faculty will assist in every way to ensure the student maintains satisfactory progress. The student is allowed up to 3 months to complete the Wealth Management Certificate.

Students in foreign countries or U.S. territories will assume payment of customs duties and any difference in exchange rate and additional postage. Payment in full is required. All instruction is conducted in English.

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Technology and Material Requirements
Students will need a personal computer (PC) with access to the Internet. This program incorporates the use of email, message board postings and navigation of the Internet for Web field trips, and Microsoft^® Word is recommended to keep a Learning Journal. The following are the minimum system requirements needed to access the curriculum:

Hardware O/S:

• 266 MHz processor (Intel Pentium, Celeron, or AMD Athlon)
• 56.6 Kbps modem, DSL, or cable modem
• 64 MB RAM
• 1024 X 768 monitor and video card

Software:

• Microsoft^® Windows^® (Windows 98, 2000, ME, or XP)
• Adobe^® Acrobat Reader™ (free download on the Internet: http://www.adobe.com/)
• Microsoft Internet Explorer (5.0 or higher)
• A current anti-virus application

The student will be responsible for acquiring the HP 10BII calculator necessary for the program. Students can purchase the required calculator independently or through Kaplan University’s website. Kaplan University will provide the online reading lesson materials. A faculty member will answer student academic questions and assist the student with his or her studies while enrolled.

For more information:
Call 866-523-3473 (Toll Free) or
email infowmb2b@kaplan.edu

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