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 14%
Exam Two Topics Weightings
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® 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: 50 Questions
Attempts Allowed Per Exam 3
Passing Grade Exam 1: 60%
Exam 2: 60%
Assignments None

* Please Note: If you enrolled in the WME before December 13, 2023, there are 120 questions for exam 1.

What Continuing Education (CE) credits will you earn?

AccreditationCredits
CSF Mutual Funds10
CSF Compliance 5
IQPF SFPA15
IQPF SC5
FSRA Life Insurance30
ICS Life Insurance10
ICM Life Insurance10
ICBC Life Insurance30
AIC Life Insurance30
AMP Mortgage24
CIRO-ID Professional Development20
CIRO-MF Professional Development20
MTI30
PFP Professional development30
CIM Professional development40
CFP Financial Planning30
QAFP Financial Planning30
ADVOCIS Structured Learning CEEXAM 145
ADVOCIS Structured Learning CEEXAM 245

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.

Request More Information

Would you like to keep informed about CSI's products and promotions?

Promotion Check