Wealth Management Specialist (WMS) Certification Exam
The WMS certification exam, offered by the College for Financial Planning (a Kaplan Company), tests competency across all core wealth management disciplines including investments, risk management, insurance, retirement, estate planning, and ethical standards. Candidates must score 70% or higher on the 60-question closed-book final exam.
30
Questions
35 min
Time Limit
70%
To Pass
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Exam Rules
- You can skip questions and return to them later
- Flag questions for review before submitting
- No feedback shown until you submit the entire exam
- Unanswered questions count as wrong — answer everything
- 10 pretest questions are mixed in and don't affect your score
- Timer auto-submits when time runs out
- Your progress is auto-saved every 30 seconds