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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

The Wealth Management Essentials (WME®) for Wealth Managers course provides knowledge to help advisors deal with the increasingly complex demands of clients in a highly competitive environment.

The WME® course provides the foundation to earn more advanced certifications in wealth management.

This course is meant for individuals with prior wealth management education, i.e., both financial planning and 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 , the WME®-WM 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. This is an opportunity to apply 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 also deal with 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 Wealth Managers Course:

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

And, if you have already completed:

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