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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.
Take advantage of our exclusive, limited-time discount of 10% off your WME® registration before June 30, 2024.
WME®
Online version
with Printed 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
- An 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.