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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

WME for Financial Planners


WME for Financial Planners

Download Enrolment Form*

Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $970.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $1070.00
Re-enrolment to meet IIROC re-write requirements   Learn more

* To enroll for this course you must complete the Enrolment Form and submit it along with proof of your successful completion of the advance standing requirement(s).

Note: Once you complete this course, you will receive a Notice of Course Completion stating that you have completed the Wealth Management Essentials (WME) course. The transcript will not indicate that you completed the abbreviated version of the WME (i.e. WME for Financial Planners).


Click here to learn more if you are required to re-enrol to meet IIROC's Proficiency and Education Rule 2900 Part II A


  • Printed course materials will ship within 5-10 business days of purchase
  • Electronic course materials will be available immediately upon purchase
  • Shipping costs vary by location & will be displayed on the final screen of check out
  • Shipping and handling fees will apply to all orders that include printed course materials.

Corporate discounts may apply. Please be sure to identify your employer during the enrollment process or contact your human resources or training department to determine eligibility. Discounts will be applied during the enrolment process.