Take the next step towards a rewarding career in financial planning, investment management or wealth management with the Wealth Management Essentials (WME®) course. In addition to meeting an important regulatory requirement, the WME® course provides the foundation from which you can begin to gain more advanced credentials. This course can provide advisors with specialized knowledge and skills to better meet their clients’ needs.
You’ve already taken the first step towards your career enhancement by starting the WME®. Now let us help you see it all the way through to course completion.
Take advantage of our exclusive, limited-time discount of 10% off your WME® re-enrolment before June 30, 2020.
WME®
Online version with Textbook
Includes:
- Online, Interactive Version
- Online PDF Textbook
- Hard Copy Textbook
WME®
Online version with PDF Textbook
Includes:
- Online, Interactive Version
- Online PDF Textbook
What You’ll Learn
- Regulatory requirements and trends
- Budget, savings and debt planning
- Tax planning and tax minimization strategies
- The monitoring and evaluating client investment portfolios
- Skills to gauge investor suitability
- A systematic approach to investment management systematically
- Tactics to better manage risk
- Comprehensive wealth management strategies
Features
Self-paced modules spread across 110 - 160 hours
Online learning format, available 24/7
Earn a globally recognized CSI certificate
This exclusive offer is only available by selecting one of the packages on this page. CSI reserves the right to change, amend, modify, suspend, extend or terminate all or any part of this offer at any time without notice. Corporate discounts are not applicable in conjunction with this promotion. This promotion cannot be combined with any other discounts or offers.