Effective January 1, 2026, the proficiency rules applicable to Investment Dealer Approved Persons with CIRO have changed. This course is no longer acceptable for the purposes of CIRO approval with an Investment Dealer.
For more information, visit the CIRO Proficiency website.
Hours of study: 110 – 160 Hours
Enrolment Period: 1 Year
What is the WME® exam weighting?
| Exam One Topics | Weightings |
|---|---|
| Getting to Know the Client and Assessing their Financial Situation | 19% |
| Family Law, Risk Management and Tax Planning | 16% |
| Retirement Planning | 17% |
| Estate Planning | 8% |
| Investment Management and Asset Allocation | 12% |
| Equity and Debt Securities | 14% |
| Managed Products, Portfolio Monitoring and Evaluation | 14% |
| Exam Two Topics | Weightings |
|---|---|
| Getting to Know the Client and Assessing Their Financial Situation | 23% |
| Family Law, Risk Management and Tax Planning | 14% |
| Retirement & Estate Planning | 23% |
| Investment Management and Asset Allocation | 12% |
| Equity and Debt Securities | 14% |
| Managed Products, Portfolio Monitoring and Evaluation | 14% |
What is the WME® exam structure?
| Structure | Information |
|---|---|
| Exams | 2 |
| Exam Format | Exam 1: Proctored (remote or in-person at a test centre) Exam 2: Proctored (remote or in-person at a test centre) |
| Exam Duration | Exam 1: 3 Hours Exam 2: 3 Hours |
| Question Format | Exam 1: Multiple-choice Exam 2: Multiple cases with multiple-choice questions |
| Questions Per Exam | Exam 1: 100 Questions Exam 2: 65 Questions |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | Exam 1: 60% Exam 2: 60% |
| Assignments | None |
What Continuing Education (CE) credits will you earn?
| Accreditation | Credits |
|---|---|
| FSRA Life Insurance | 30 |
| ICS Life Insurance | 10 |
| ICM Life Insurance | 10 |
| AMP Mortgage | 24 |
| AIC Life Insurance | 30 |
| IPF SFPA | 15 |
| IPF SC | 5 |
| QAFP General CE | 30 |
| CFP General CE | 30 |
| DFSA Professional Development | 20 |
| CSF Compliance | 5 |
| CSF Mutual Funds | 10 |
| CIRO-MF Business Conduct - Other | 5 |
| CIRO-MF Professional Development | 10 |
| ICBC Life Insurance | 30 |
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.