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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the Coronavirus (COVID-19) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

Wealth Management Essentials (WME)®

Wealth Management Essentials (WME)®
Online, interactive version including the online WME textbook and KPMG Tax Planning for You and Your Family (PDF) $1350.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $1450.00
Re-enrolment to meet IIROC re-write requirements   Learn more
Fast Track for Financial Advisors

Graduates of IMT, PFPC or the IQPF Professional Training course (Cours synthèse), or designees of the CFA, CIM, CFP™ or PFP qualify for advanced standing in the WME.

Study Tools
The Check product you select must match the course in which you are enrolled. Log into your online course to check your course code and select the Check product below that matches your course code

Wealth Management Essentials (WME) – 201912 – 4011
WME Check
- Online, interactive version

$150.00

Wealth Management Essentials (WME) – 201812 – 3032
WME Check
- Online, interactive version

$150.00

Wealth Management Essentials (WME) – 201712 – 2820 – December 2017
WME Check - Online, interactive version

$150.00
Replacement Textbook
Wealth Management Essentials Textbook + KPMG tax planning guide* $110.00
KPMG Tax Planning for You and Your Family book $30.00

SHIPPING & HANDLING (IF APPLICABLE)

  • Printed course materials will ship within 5-10 business days of purchase
  • Electronic course materials will be available immediately upon purchase
  • Shipping costs vary by location & will be displayed on the final screen of check out
  • Shipping and handling fees will apply to all orders that include printed course materials.

Discounts

IIROC member firms, financial institutions and other corporate entities who have agreements with CSI may be eligible for discounts on some courses. Selecting the name of your employer at the time of enrolment will ensure that applicable discounts appear at checkout.