Hours of study: 110 – 160 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

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
CIM CIM Professional development30
PFP PFP Professional development30
AMP Mortgage24
QAFP Financial Planning30
CSF Compliance 5
CSF Mutual Funds10
AIC Life Insurance30
IIROC Professional Development20
MFDA 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.

What is the WME-WM exam weighting?

Exam 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, Portfolio Monitoring and Performance Evaluation 14%

What is the WME-WM exam structure?

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

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