Finish What You Started

Get 10% off until June 30

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® WME®

WME®

Online version with Textbook

$1305 $ 1670

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
  • Hard Copy Textbook
ADD TO CART
WME® WME®

WME®

Online version with PDF Textbook

$1215 $ 1570

Includes:

  • Online, Interactive Version
  • Online PDF Textbook
ADD TO CART

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

Self-paced modules spread across 110 - 160 hours

Online learning format, available 24/7

Online learning format, available 24/7

Earn a globally recognized CSI certificate

Earn a globally recognized CSI certificate