Hours of study: 110 – 160 Hours

Enrolment Period: 1 Year

What is the WME-FP exam weighting?

Exam One Topics Weightings

Exam one is a shortened exam which excludes questions related to “Financial Planning” for which candidates have already demonstrated competency.

Getting to Know the Client and Assessing their Financial Situation 27%
Investment Management and Asset Allocation 23%
Equity and Debt Securities 25%
Managed Products, Portfolio Monitoring and Portfolio Evaluation 25%
Exam Two Topics Weightings

Exam two covers material from the entire Wealth Management Essentials course and focuses on the integration and application of concepts.

Getting to Know the Client and Assessing their Financial Situation 22%
Family Law, Risk Management and Tax Planning 14%
Retirement Planning 16%
Estate Planning 8%
Investment Management and Asset Allocation 12%
Equity and Debt Securities 14%
Managed Products 14%

What is the WME-FP exam structure?

Structure Information
Exams 2
Exam Format Exam 1: Proctored (remote or in-person at a test centre)
Exam 2: Proctored (remote or in-person at a test centre)
Exam Duration Exam 1: 1.5 Hours
Exam 2: 3 Hours
Question Format Exam 1: Multiple-choice
Exam 2: Multiple cases with multiple-choice questions
Questions Per Exam Exam 1: 50 Questions
Exam 2: 50 Questions
Attempts Allowed Per Exam 3
Passing Grade Exam 1: 60%
Exam 2: 60%
Assignments None

What Continuing Education (CE) credits will you earn?

AccreditationCredits
CFP Financial Planning30
ADVOCIS Structured Learning CEEXAM 145
ADVOCIS Structured Learning CEEXAM 245
FSRA Life Insurance30
ICS Life Insurance30
ICM Life Insurance10
ICBC Life Insurance30
PFP Professional development30
MTI30
CIM Professional development30
AMP Mortgage24
QAFP Financial Planning30
CSF Compliance 5
CSF Mutual Funds10
AIC Life Insurance30
IQPF SFPA15
IQPF SC5
CIRO-ID Professional Development20
CIRO-MF Professional Development20

View CE credits for all CSI courses and all associations.

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 chart may be subject to change.