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WME for Financial Planners


Fast Track for Financial Advisors

The WME for Financial Planners Course is meant for individuals with prior financial planning education.

Who Should Enrol

If you've already completed one of the following requirements you are eligible for advanced standing in the Wealth Management Essentials for Financial Planners Course:

If one of the following was not completed with CSI, proof is required at the time of enrolment.