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. In addition to meeting a regulatory requirement, 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.
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.
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: