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.
- CFA Designation, or
- CIM Designation, or
- IMT Course
