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Home > Learning > Courses > WME Course For Wealth Managers (WME-WM) > WME-WM Exam & Credits
Accreditation | Credits |
---|---|
CFP Financial Planning | 30 |
ADVOCIS Structured Learning CEEXAM 1 | 45 |
ADVOCIS Structured Learning CEEXAM 2 | 45 |
FSRA Life Insurance | 30 |
ICS Life Insurance | 30 |
ICM Life Insurance | 10 |
ICBC Life Insurance | 30 |
CIM CIM Professional development | 30 |
MTI MTI | 30 |
PFP PFP Professional development | 30 |
AMP Mortgage | 24 |
QAFP Financial Planning | 30 |
CSF Compliance | 5 |
CSF Mutual Funds | 10 |
AIC Life Insurance | 30 |
IQPF SC-FP | 15 |
IQPF SC | 5 |
IIROC Professional Development | 20 |
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.
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% |
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 |