Wealth Management Essentials (WME®)

Course Formats

The WME® comes in two alternative bundling options. Click to expand and learn more about each product. Please select one of the following options.

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Online, Interactive Version Including Hard-Copies of The WME® Textbook and KPMG Tax Planning for You and Your Family

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF)

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Re-Enrolment to Meet IIROC Re-Write Requirements

Candidates who are required to meet the Proficiency and Education requirements for IIROC’s Rule 2600 Part II A may be eligible to enrol at a discounted rate. Eligible candidates will receive a 50% discounted rate of the applicable price on the online course enrolment. Additional items such as printed textbooks or study tools are not discounted.

Fast Track for Financial Advisors

Graduates of IMT®, PFPC or the IQPF Professional Training course (Cours synthèse), or designees of the CFA, CIM®, CFP®, or PFP® qualify for advanced standing in the WME®.

Discounts

IIROC member firms, financial institutions and other corporate entities who have agreements with CSI may be eligible for discounts on some courses. Selecting the name of your employer at the time of enrolment will ensure that applicable discounts appear at checkout.

Study Tools

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WME® Check

If you enrolled in the WME on or after December 15, 2021 please enrol in the check below.

The WME® Check is a set of online practice tests designed to assess your readiness to take the actual WME® Exam 1 and Exam 2. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the WME® Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

The WME® Check is also suitable for students enrolled in one of the Fast Track versions of the WME® Fast Track students can use the WME® Check to refresh their knowledge of the course materials as they prepare for their exams.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

WME® Check

If you enrolled in the WME before December 15, 2021 please enrol in the check below.

The WME® Check is a set of online practice tests designed to assess your readiness to take the actual WME® Exam 1 and Exam 2. The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the WME® Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

The WME® Check is also suitable for students enrolled in one of the Fast Track versions of the WME® Fast Track students can use the WME® Check to refresh their knowledge of the course materials as they prepare for their exams.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

Replacement Textbook

Wealth Management Essentials Textbook + KPMG Tax Planning Guide

Only students currently enrolled in the course and course graduates may purchase a replacement hard-copy textbook.

KPMG Tax Planning for You and Your Family Book

Only students currently enrolled in the course and course graduates may purchase a replacement hard-copy textbook.

Shipping & Handling

  • Printed course materials will ship within 5-10 business days of purchase
  • Electronic course materials will be available immediately upon purchase
  • Shipping costs vary by location & will be displayed on the final screen of check out
  • Shipping and handling fees will apply to all orders that include printed course materials

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