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Tackle More Complex Client Demands

Give your clients more comprehensive, integrated investment advice. The WME? provides a holistic look at wealth management and covers two key pillars: financial planning and investment management.

Meet IIROC's 30-month RequirementFulfill IIROC's 30-month post-registration proficiency requirement for investment advisorsTake a Step Toward Writing the CFP? ExamTake a step closer to writing the CFP exam: CSC? + WME + Financial Planning Supplement qualifies you to write the examBecome a Wealth Manager, Portfolio Manager or Retirement Strategist?Completion of WME puts you on the path to earning your Certificate in Retirement Strategy, Certified International Wealth Manager (CIWM) and/or CIM designations


Who Should Enrol

Enrol in the WME if you're:

  • Required to meet IIROC's 30 month proficiency requirement
  • Seeking to attract wealthier and more sophisticated clients
  • A graduate of the CSC and want to focus on financial planning and investment management
  • New to the financial services industry

FAST TRACK THE WME: Graduates of IMT, PFPC or the IQPF Professional Training course (Cours synthèse), or designees of the CFA, CIM, CFP or PFP? qualify for advanced standing and can enrol in one of the three following versions of WME:

Note: Once you complete one of these three courses, you will have access to a Notice of Course Completion stating that you have completed the Wealth Management Essentials (WME) course. However, the transcript will indicate that you completed the abbreviated version of the WME.


Course leads to the following credentials:



A Holistic Approach to Wealth Management

The WME provides knowledge to help advisors deal with the increasingly complex demands of clients in a highly competitive environment. It will also help you move your career towards wealth advisory services.

Learn About:

  • Understanding and responding to clients
  • Regulatory trends, and investment suitability
  • Undertaking budget, savings, and debt planning
  • Personal risk management
  • Family law, dealing with separation and child custody
  • Tax planning, tax effective investments, tax minimization strategies and registered plans
  • Retirement planning, annuity based financial products and estate planning
  • Applying a systematic approach to investment management
  • Debt securities, equity securities and managed products
  • Monitoring and evaluating client investment portfolios

What's Included:

  • Interactive resources as well as textbook materials in PDF format
  • Online activities including standalone post-tests multiple choice questions and integrated case studies to help students prepare for the exams
  • Access to online discussions forums including access to assistance from CSI's academic support specialists

Approximate Hours of Study**

Hours of Study 110 - 160 hours

** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.

(weightings are approximate)

Exams 1 and 2 (Exam 2 based on Case Studies )

Students will be examined on Volumes 1 and 2 of the WME textbooks as well as Chapters 1, 2, 3, 4, 5, 6, 7, 8, 11, 12, 14, 20, 21 and 22 from the KPMG Tax Planning Guide. Chapters to be studied from the KPMG Guide come under the overall topic of Financial Planning. Exam 2 is based on case studies which focus on the integration and application of concepts.
  Exam 1 Exam 2
Wealth Management Today and Ethics 5% 2%
Understanding the Client, Cash Flow and Loans and Mortgages 12% 16%
Personal Risk Management 5% 2%
Family Law and Tax Planning 11% 12%
Registered Plans, Retirement Planning and Annuity Based Financial Products 17% 18%
Estate Planning 7% 8%
Investment Management and Asset Allocation 12% 12%
Equity and Debt Securities 11% 12%
Managed Products 11% 10%
Portfolio Monitoring & Performance Evaluation and Financial Math 9% 8%


Exams 2
Exam 1 Paper or Computer Based
Exam 2 Paper Based
Exam Length Exam 1: 3 hours
Exam 2: 3 hours
Question Format Multiple Choice
Questions Per Exam 120 (exam 1), 50 (exam 2)
Attempts Allowed Per Exam 3*
Passing Grade 60% (Per Exam)
Assignments None


Enrolment Period 1 year?


On successful completion of this course you will be able to download a Notice of Course Completion available through your student profile. This will remain on your profile as formal indication of course completion.

CSI will mail you a wall certificate within 4 - 6 weeks of course completion. If you would like to purchase a frame to display your certificate please click here. Please ensure that your First and Last Name on your profile match your First and Last Name on your Government Issued Photo identification - this will ensure you receive an accurate certificate.

CSI will be pleased to issue an Honors Certificate to all students who obtain a final course mark of 85% or higher.

*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center and you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam, an additional fee will be required.

Each subsequent paper-based exam attempt at a regular exam centre within Canada will also require an additional fee. This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of 14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam is not part of any notice period.

?Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed for each exam. You can view CSI extension fees here. Your enrolment period can only be extended one time.

Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.

Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.