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Enrol now and take advantage of a 10% discount on your course registration.

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 more specialized knowledge and skills to better meet their clients’ needs.

The word 'essential' describes this course for 3 key reasons:

  • Fulfills the 30-month proficiency requirement for CIRO advisors
  • Places you one step closer to earning your PFP® or CFP® designation
  • It puts you on the path to other exciting opportunities such as Retirement Strategy and International Wealth Management

Course Features

time

Self-paced modules spread across 110 - 160 hours

laptop

Online learning format, available 24/7

certificate

Earn a globally recognized CSI credential