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WME Financial Planning Supplement

 

Please note: This course is no longer available for enrolment. Please visit the NEW Financial Planning Supplement course page for an equivalent option.

Enhance Your Financial Planning Expertise

Gain in-depth advanced financial planning expertise. The WME-Financial Planning Supplement includes business and family laws knowledge contained within the Professional Financial Planning Course (PFPC) that is not in the Wealth Management Essentials (WME) course. By enrolling you'll enhance your financial planning skills while working toward the educational requirements for the CFP® designation

Take Your Final Step Toward Writing the CFP Exam
Take a step closer to writing the CFP exam: CSC + WME + WME Financial Planning supplement qualifies you to write the exam

Who Should Enrol

Enrol in the WME - Financial Planning Supplement if you're:

  • Looking to challenge the CFP exam and you've completed the WME course
  • A graduate of the WME and want to focus on financial planning

The WME Financial Planning Supplement focuses on the knowledge contained in the Professional Financial Planning Course not covered in the Wealth Management Essentials Course.

Learn About:

  • Financial planning process 
  • Fundamentals (Budget and Mortgage)
  • Law and ethics (Business and family law) 
  • Insurance
  • Tax planning
  • Retirement planning  
  • Estate planning
  • Debt Securities 
  • Investment management

What's Included:

  • Interactive resources including textbook material in PDF format
  • Interactive exercises and practice quizzes
  • Course updates
  • A customizable calendar
  • Access to online discussion forums and assistance from CSI's academic support specialists
Approximate Hours of Study**
Hours of Study 50 - 60 hours

** In order to provide some guidance to course participants as to the length of time it will take to be sufficiently prepared to write the final examination, CSI has prepared this estimate of the number of hours an average participant could possibly expect to spend studying for a course. Please note that these are only recommended hours of study developed based on research and our course content, however, this does not mean that some students with exceptional backgrounds would not take less time than recommended or that students with no background at all in finance or economics would not take longer than the maximum.

EXAM STRUCTURE
(weightings are approximate)
Financial planning process 11%
Fundamentals (Budget and Mortgage) 4%
Law and ethics (Business and family law) 33%
Insurance 25%
Tax planning 7%
Retirement planning 12%
Estate planning 4%
Investment management 4%
EXAM FORMAT
Exams 1
Exam Format Paper Based
Exam Length 2.5 Hours
Question Format Multiple Choice
Questions Per Exam 75
Attempts Allowed Per Exam 3*
Passing Grade 60%
Assignments None
ENROLMENT PERIOD
Enrolment Period 1 year

*There is no charge for your first attempt at a paper-based exam within Canada, as long as it's at a regular exam center and you provide a minimum of 14 days notice before the date that you want to write the exam. If you would like to write a computer-based exam, an additional fee will be required.

Each subsequent paper-based exam attempt at a regular exam centre within Canada will also require an additional fee. This fee is in addition to any special, computer-based or international fees that may apply. You must provide a minimum of 14 days notice within Canada at a regular exam centre and 4 weeks notice for all other centres. Please note that the date of the exam is not part of any notice period.

†Please note: Access to your online materials will close 2 weeks after successful course completion or course expiry (whichever comes first). This course can be extended by 1 year provided you have not exceeded the attempts allowed for each exam. You can view CSI extension fees here. Your enrolment period can only be extended one time.

Important: During a student's enrolment period, CSI may update this course. In that case, details about the update and how it may affect students will be posted online via My CSI. Students are held responsible for and are examinable on the content in the course textbook(s) provided at the time of enrollment unless stated otherwise in My CSI. Students are encouraged to check My CSI regularly throughout their enrolment period.

Continuing Education (CE) Credits

Click the links below or the buttons at the top of the page on the right side to access CE accreditation information. To search for specific course information, press Ctrl + F and then enter the course name to search the document for the information you are interested in.

National/Provincial (Excluding Quebec)
Download CE Chart (PDF, 163 kb)

Quebec (IQPF/CSF)
Download IQPF/CSF Chart (PDF, 182 kb)

Please note: While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.

For details on the organizations and other information on CE Credits listed in the above charts, please click here.