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Wealth Management Techniques (WMT®)

 

As of December 1, 2008, the WMT® course has been discontinued. CSI is no longer accepting new enrolments into the WMT course. Only those students currently enrolled in the WMT course will be able to complete it.

If you continue on your current study path and want to qualify for the FMA designation, you will need to complete the WMT® course within one year from the date you originally enrolled.

New Path

Students looking to pursue a career in wealth management will be interested in the Ch.P. Strategic Wealth ® program and designation – the only certification specializing in the high net-worth advisory approach.

Detailed Q&A for all students

Learn About:

  • Wealth management process and client relationships
  • Portfolio management
  • Advanced financial planning
  • Practice management

What's Included:

  • Interactive resources including textbook material in PDF format
  • Interactive exercises and practice quizzes
  • A customizable calendar
  • Access to online discussion forums and assistance from CSI's academic support specialists
EXAM STRUCTURE
(weightings are approximate)
Exam 1  
Wealth management process and client relationships 15%
Portfolio management 25%
Advanced financial planning 50%
Practice management 10%
Exam 2  
Case Study Exam 2 tests all subject matter
EXAM FORMAT
Exams 2
Exam Format Paper or Computer (Exam 1 only) Based
Exam Length 3 Hours
Question Format Multiple Choice
Questions Per Exam 120
Attempts Allowed Per Exam 3*
Passing Grade 60% (Per Exam)
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 $50 fee will be required.

Each subsequent paper-based exam attempt at a regular exam centre within Canada cost $190 plus tax. 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.

Please note that the Wealth Management Techniques Course (WMT) has been decommissioned and is no longer available for enrolment.

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