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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.

WME Investment Management Supplement


CSI will no longer accept enrolments for the Wealth Management Essentials – Investment Management Supplement course. Learn more about Advanced Investment Strategies (AIS) course.

Enhance Your Investment Management Expertise

Gain in-depth investment management expertise. The WME-Investment Management Supplement includes specialized analysis and portfolio management knowledge contained within the Investment Management Techniques (IMT) course that is not found within the Wealth Management Essentials (WME) course.

By enrolling you'll enhance your investment policy statement development and investment selection skills while working toward the educational requirements to be an IIROC-registered Portfolio Manager.

Become an IIROC-registered Portfolio Manager with the CIM® designation
Completion of WME-Investment Management puts you on the path to earning your CIM® designation

Who Should Enrol

Enrol in the WME – Investment Management Supplement if you're:

  • Seeking to attract wealthier and more sophisticated clients
  • A graduate of the WME and want to focus on investment management

The WME Investment Management Supplement focuses on the knowledge contained in the Investment Management Techniques course not covered in the Wealth Management Essentials Course.

Learn About:

  • Investment Management Process
  • Ethics and the Investment Management
  • Investment Policy
  • Equity Securities
  • Analysis of Equity Securities I: Economic and Industry Analysis
  • Analysis of Equity Securities II: Company Analysis and Valuation
  • Analysis of Equity Securities III: Technical Analysis
  • Debt Securities
  • Analysis of Debt Securities: Valuation and the Term Structure of Interest Rates
  • Analysis of Managed Products

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 40 - 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.

(weightings are approximate)
Investment Management Process 9%
Ethics and the Investment Management 12%
Investment Policy 14%
Equity Securities 11%
Analysis of Equity Securities I: Economic and Industry Analysis 10%
Analysis of Equity Securities II: Company Analysis and Valuation 9%
Analysis of Equity Securities III: Technical Analysis 6%
Debt Securities 11%
Analysis of Debt Securities: Valuation and the Term Structure of Interest Rates 12%
Analysis of Managed Products 6%
Exams 1
Exam Format Paper Based
Exam Duration 2.5 Hours
Question Format Multiple Choice
Questions Per Exam 75
Attempts Allowed Per Exam 3*
Passing Grade 60%
Assignments None
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 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.