Avo Mavilian, EA, WMCP®, Earns Wealth Management Certified Professional® Designation

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Avo Mavilian, President, Mavilian Financial Group has earned the Wealth Management Certified Professional® (WMCP®) designation from The American College of Financial Services. Launched in December 2017, the WMCP® program provides a comprehensive curriculum in goals-based investment management centered on client goals. Candidates for the WMCP® designation must demonstrate a foundational knowledge of financial economics including portfolio and life-cycle theory.

Avo Mavilian, President, Mavilian Financial Group has earned the Wealth Management Certified Professional® (WMCP®) designation from The American College of Financial Services. Launched in December 2017, the WMCP® program provides a comprehensive curriculum in goals-based investment management centered on client goals. Candidates for the WMCP® designation must demonstrate a foundational knowledge of financial economics including portfolio and life-cycle theory The program’s state-of-the-art digital delivery includes five simulations to illustrate, teach and integrate complex wealth and investment management concepts in an innovative format that provides an opportunity for experiential learning. Life-cycle planning strategies, asset allocation decisions, and research-based investment analysis are among key topics covered. Moving beyond simple investment management, the WMCP® helps advisors transform theory into applied knowledge. The WMCP® is qualified to prioritize and evaluate relevant factors for wealth management decisions at multiple points along the life cycle of clients progressing toward achieving specific goals. The curriculum and simulations build advisors’ wealth management competence and prepare them to address a wide range of client situations. The innovative instructional design efficiently guides students through the rigorous course material while providing an in-depth analysis of practical strategies for managing client wealth today.

About Mavilian Financial Group
Mavilian Financial Group works primarily with a select group of successful business owners, professionals and executives. We are ideally aligned to serve the needs of those who are either approaching or have achieved an inflection point. We have developed and refined a proprietary process called The Quint Processᵀᴹ allows us to put all the pieces of the financial puzzle together as our clients’ lives unfold and their needs evolve. Mr. Mavilian is an enrolled agent admitted to practice before the Internal Revenue Service. He is also an Investment Advisor Representative of Bayworth Capital, a Registered Investment Advisor. Investment advisory services offered through Bayworth Capital Registered Investment Advisor. Mavilian Financial Group and Bayworth Capital are independent companies. For more information, visit http://www.mavilian.com

About The American College of Financial Services
The American College of Financial Services was founded in 1927 and is the nation’s largest nonprofit educational institution devoted to financial services. Holding the highest level of academic accreditation, The College has educated one in five financial advisors across the United States and offers prestigious financial planning designations such as the Retirement Income Certified Professional (RICP®), Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), Wealth Management Certified Professional® (WMCP®), and education leading to the Certified Financial Planner (CFP®) certification. The College’s faculty represents some of the foremost thought leaders of the financial services profession. For more information, visit TheAmericanCollege.edu

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Lindsey Davis

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