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:
- Fulfills the 30 month proficiency requirement for IIROC advisors
- Places you one step closer to earning your PFP® or CFP® designation
- It puts you on the path to other exciting opportunities such as Retirement Strategy and International Wealth Management
YOU WILL DEVELOP
LEADS TO careers SUCH AS:
- Investment Advisor
- Financial Planner
- Portfolio Manager
- Account Manager