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.
- CFP® Designation (excluding CFPs who were grandfathered in the 90s and did not complete educational requirements), or
- PFP® Designation, or
- Fundamentals of Financial Planning (FOFP) Course, or
- Financial Planning I (FP I) & Financial Planning II (FP II) Courses, or
- Professional Training Course (IQPF)