Quick Links

For all questions related to CIRO’s Proposed Proficiency Model, please visit CIRO’s webpage or email [email protected].

Important :

This course is not available for sale.

PLEASE NOTE:  All WME Fast-Track versions are no longer for sale. However, you may still enrol into the regular WME course

About

Whether you wish to embark on a financial planning or wealth management career, the Wealth Management Essentials (WME®) for Investment Managers course provides the foundational knowledge you need to succeed.

The WME® course provides the foundation to earn more advanced certifications in financial planning, or wealth management. This course provides knowledge to help advisors deal with the increasingly complex demands of clients in a highly competitive environment.

This course is meant for individuals with prior investment management education.

Please Note: As of January 1, 2026, CIRO is implementing new proficiency requirements for its Approved Persons of Investment Dealers regulated by CIRO. The new rules will include changes to the current requirement for mandatory courses offered by the CSI. Under the new requirements , WME®-IM will continue to help learners fulfill CIRO and provincial regulatory requirements, successfully complete their examinations and register with CIRO before December 31, 2026.

For more information on CIRO’s new proficiency requirements, including the transition for those already enrolled in a CSI course, please refer to the CIRO Proficiency Website.

What skills will you develop?

The WME® course provides advisors with a holistic approach to wealth management. You will gain the knowledge and skills to guide your clients in different areas of financial planning, covering such topics as getting to know the client, budgeting and saving, borrowing, taxation, retirement and estate planning. Additionally, you will cover concepts related to investment management, asset allocation, equities and debt securities, managed products, and portfolio monitoring and performance.

Who should enrol?

If you’ve already completed one of the following requirements you are eligible for advanced standing in the Wealth Management Essentials for Investment Managers Course:

If one of the following was not completed with CSI, proof is required at the time of enrolment.

Request More Information

Would you like to keep informed about CSI's products and promotions?

Promotion Check