Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu

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 Wealth Managers


Fast Track for Financial Advisors

The WME for Wealth Managers Course is meant for individuals with prior wealth management education, i.e., both financial planning and investment management education.

Who Should Enrol

If you've already completed two of the following requirements you are eligible for advanced standing in the Wealth Management Essentials for Wealth Managers Course:

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

And, if you have already completed: