Wealth Management Essentials (WME®)

Hours of study: 110 – 160 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

AccreditationCredits
CFP Financial Planning30
ADVOCIS Structured Learning CEEXAM 145
ADVOCIS Structured Learning CEEXAM 245
FSRA Life Insurance30
ICS Life Insurance10
ICM Life Insurance10
ICBC Life Insurance30
AMP Mortgage24
PFP PFP Professional development30
CIM CIM Professional development40
MTI MTI30
QAFP Financial Planning30
CSF Compliance 5
CSF Mutual Funds10
AIC Life Insurance30
IIROC 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® 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 12%
Managed Products 16%
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: 120 Questions
Exam 2: 50 Questions
Attempts Allowed Per Exam 3
Passing Grade Exam 1: 60%
Exam 2: 60%
Assignments None

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