Fast Track for Financial Advisors
The WME for Wealth Managers Course is meant for individuals with prior wealth management education which covers both financial planning and investment management education.
Who Should Enrol
If you've already completed recognized courses or designation in both financial planning and investment management 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.
Financial Planning:
- CFP® Designation, or
- PFP® Designation, or
- Financial Planning I (FP I) & Financial Planning II (FP II)
- IQPF Professional Training Course
AND
Investment Management:
- CFA Designation, or
- CIM Designation, or
- IMT Course