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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.

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.

  • CFP® Designation (excluding CFPs who were grandfathered in the 90s and did not complete educational requirements),, or
  • PFP® Designation, or
  • PFPC Course, or
  • IQPF Professional Training Course (Cours synthèse)

And, if you have already completed: