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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

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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) $1515.00
Online, interactive version including hard-copies of the WME textbook and KPMG Tax Planning for You and Your Family $1615.00
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

WME Check - Online, interactive version

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


  • 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.


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.