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Home: Courses: WME for Investment Managers

At CSI, the well-being of our valued learners and staff is our highest priority. Given the seriousness of the COVID-19, we suspended all in-person exams in Canada and internationally effective March 16, 2020. We have been monitoring the information from the government and local health authorities, and planning a reopening of some of our exam locations. Click here for more information.

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WME for Investment Managers

 

WME for Investment Managers

Download Enrolment Form*
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $825.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $925.00
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 Investment Managers).

Re-Enrolment

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

Wealth Management Essentials Seminar

The WME Seminar is a five day classroom session designed to help you prepare for your exams. With an eye towards providing all the necessary tools to succeed, this intensive classroom session covers the most challenging areas encountered in the WME. Learn More...

This seminar was built in partnership with the Foran Financial Institute - experts in investment seminar design.

WME Quiz Workbook

The WME Quiz Workbook gives you a chance to apply and test the knowledge you've learned in the WME course - chapter by chapter. And prepares you to pass exam 1 of the WME. Learn More...

This workbook was built in partnership with the Foran Financial Institute - experts in investment seminar design.

WME Case Study Workbook

The WME Case Study Workbook gives you a chance to apply and test the knowledge you've learned in the WME course - chapter by chapter. And prepares you to pass exam 2 of the WME. Learn More...

This workbook was built in partnership with the Foran Financial Institute - experts in investment seminar design.

SHIPPING & HANDLING

  • 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.

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