Professional Designation Programs

Pursue a Financial Credential Online with Top-Ranked Wake Forest

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Gain Specialized Financial Planning Skill Sets with a Professional Designation

Deepen your industry expertise and build specialized financial planning skills through professional designations programs, wherever you are in your career. Wake Forest offers 100% online professional designation programs powered by the College for Financial Planning®—a Kaplan Company.

Upon successful program completion, you’ll earn an industry-recognized credential based on your program and conferred by the College for Financial Planning®.

Choose the Direction of Your Career with Wake Forest

Need a little guidance? Call 877-446-9032 if you have questions as you enroll.

Financial Paraplanner Qualified ProfessionalSM

The Financial Paraplanner Qualified ProfessionalSM or FPQP® designation program provides an introduction to personal financial planning. The program covers the financial planning process's six main facets to help you gain basic, practical knowledge. You'll be introduced to product categories, essential terminology, and general concepts.

Format: Choice of Live Online or OnDemand classes

Program Length: 120 days

Upcoming Start Dates: Start OnDemand classes anytime or enroll in a Live Online class (if available, a schedule of Live Online class options will appear in the cart)

Tuition: $1,350 (Course eBook included; print books available at additional cost)

FPQP® Professional Designation Package

Accredited Asset Management SpecialistSM

The Accredited Asset Management SpecialistSM or AAMS® designation program provides a strong fundamental financial knowledge with added focus on asset management. You’ll explore the asset management process through a logical progression of topics, enabling you to think in terms of clients’ total financial situations—not just their investments.

Format: Choice of Live Online or OnDemand classes

Program Length: 120 days

Upcoming Start Dates: Start OnDemand classes anytime or enroll in a Live Online class (if available, a schedule of Live Online class options will appear in the cart)

Tuition: $1,350 (Course eBook included; print books available at additional cost)

AAMS® Professional Designation Package

Chartered Retirement Planning CounselorSM

The Chartered Retirement Planning CounselorSM or CRPC® designation program focuses on providing comprehensive retirement advice to individual clients. You’ll be able to define a roadmap to retirement, focused on clients' pre- and postretirement needs, as well as issues related to asset management and estate planning.

Format: Choice of Live Online or OnDemand classes

Program Length: 120 days

Upcoming Start Dates: Start OnDemand classes anytime or enroll in a Live Online class (if available, a schedule of Live Online class options will appear in the cart)

Tuition: $1,350 (Course eBook included; print books available at additional cost)

CRPC® Professional Designation Package

Accredited Portfolio Management AdvisorSM

The Accredited Portfolio Management AdvisorSM or APMA® designation program covers the finer points of financial portfolio creation, augmentation, and maintenance. You’ll gain hands-on practice analyzing investment policy statements, building portfolios, and making asset allocation decisions.

Format: Choice of Live Online or OnDemand classes

Program Length: 120 days

Upcoming Start Dates: Start OnDemand classes anytime or enroll in a Live Online class (if available, a schedule of Live Online class options will appear in the cart)

Tuition: $1,350 (Course eBook included; print books available at additional cost)

APMA® Professional Designation Package

Accredited Wealth Management AdvisorSM

The Accredited Wealth Management AdvisorSM or AWMA® designation program focuses on addressing the unique financial planning needs of high-net-worth clients. The program’s one-of-a-kind curriculum enables you to help clients capitalize on opportunities to preserve, grow, and transfer their wealth.

Format: Choice of Live Online or OnDemand classes

Program Length: 120 days

Upcoming Start Dates: Start OnDemand classes anytime or enroll in a Live Online class (if available, a schedule of Live Online class options will appear in the cart)

Tuition: $1,350 (Course eBook included; print books available at additional cost)

AWMA® Professional Designation Package

Choose Your Online Professional Designation Program

Wake Forest’s professional designation programs focus on building specific financial skill sets within personal financial planning, asset management, and retirement planning. Whether you are looking to begin a career in financial planning with confidence or solidify your expertise in an ever-changing industry, our online programs help you take the next step and empower your career success.

Career Entry Designations

  • Financial Paraplanner Qualified ProfessionalSM

Early Career Designations

  • Accredited Asset Management SpecialistSM
  • Chartered Retirement Planning CounselorSM

Midcareer Designations

  • Accredited Portfolio Management AdvisorSM
  • Accredited Wealth Management AdvisorSM

Program Length

You have 120 days from the date you are provided online access to complete your designation program. This includes testing and passing the final exam.

  • Students who enroll in Live Online classes will receive online access 20 days prior to the first class date.
  • Students who enroll in OnDemand classes will receive online access immediately after they enroll.

Program Tuition and Fees

Tuition: $1,350 

Books: Course eBook included (print books available at additional cost)

Upcoming Class Starts

Live Online Classes: Offered periodically throughout the year; you will see a schedule of Live Online class dates in the shopping cart once you select a program.

OnDemand Classes: Start anytime

Need a little guidance?

Call 877-446-9032 if you have questions as you enroll.

Stackable Credit Toward CFP® Certification Education

If you decide to pursue the CERTIFIED FINANCIAL PLANNER™ certification in the future, professional designation programs provide stackable credit toward Wake Forest’s Certificate in Personal Financial Planning program.

Designation Program Curriculums

Career Entry Designations

Early Career Designations

Midcareer Designations

Start Dates:

Live Online Program
Periodic Starts*
OnDemand Program
Start Anytime

*Live Online classes are offered periodically throughout the year. You will see a schedule of class dates in the shopping cart.

Learning Format:

100% Online

Program Length:

120 Days

Accelerate Your Career with a Professional Designation

Choose your program and enroll today.

NOTES AND CONDITIONS - PLEASE READ

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Wake Forest University and the College for Financial Planning®—a Kaplan Company do not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with plaque design) logo certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.

Financial Paraplanner Qualified ProfessionalSM, Accredited Wealth Management AdvisorSM, Accredited Asset Management SpecialistSM, Accredited Portfolio Management AdvisorSM, and Chartered Retirement Planning CounselorSM are service marks of the College for Financial Planning®—a Kaplan Company.