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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

WME for Investment Managers

 

Fast Track for Financial Advisors

The WME for Investment Managers Course is meant for individuals with prior investment management 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 Investment Managers Course:

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