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Wealth Management Essentials (WME)®

Whether you wish to embark on a financial planning or investment management career, The Wealth Management Essentials course provides the foundational knowledge you need to succeed.

Much more than a mere end point to meet a regulatory requirement, the WME® course provides the foundation from which you can begin to gain more advanced certifications in financial planning, investment management, or wealth management. The WME® represents the early stages of a learning continuum that ultimately can provide advisors with more specialized knowledge and skills to better meet the needs of their clients.

The word 'essential' describes this course for 3 key reasons:

  1. Fulfills the 30 month proficiency requirement for IIROC advisors
  2. Places you one step closer to earning your PFP® or CFP® designation
  3. It puts you on the path to other exciting opportunities such as Retirement Strategy and International Wealth Management


Compliance with Regulatory Requirements and an understanding of Trends.
Skills to gauge investor suitability.
Undertaking budget, savings, and debt planning
A systematic approach to investment management.
Gain an understanding of tax planning and tax minimization strategies.
Tactics to better manage risk.
Ways to monitor and evaluate client investment portfolios.
Retirement planning, annuity based financial products and estate planning


  • Investment Advisor
  • Financial Planner
  • Portfolio Manager
  • Account Manager