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- Certificate in Financial Services Advice (CFSA)
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- Certificate in Small Business Banking (CSBB)
- Certificate in Technical Analysis (CITA)
- Certificate in Investment Dealer Compliance (CIDC)
- Certificate in Derivatives Market Strategies (CDMS)
- Certificate in Retirement Strategy (CRS)
- Certificate in Estate Planning & Trust Strategy (CETS)
- Certificate in Commercial Credit (CICC)
- Certificate in Personal Banking (CPB)
- Certificate In Bank Management (CBM)
- Micro-Certificate in Alternative Investments (MCAI)
- Micro-Certificate in Applied Behavioural Finance (MCABF)
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- Fellow of CSI (FCSI®)
- Personal Financial Planner (PFP®)
- Chartered Investment Manager (CIM®)
- Certified International Wealth Manager (CIWM)
- Designated Financial Services Advisor (DFSA™)
- Estate & Trust Professional (MTI®)
- CSI Path to Certified Financial Planner (CFP®)
- CSI Path to Qualified Associate Financial Planner (QAFP™)
- CSI Path to Financial Planning Program – Quebec (IPF)
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- Personal Financial Services Advice (PFSA)
- Financial Planning I (FP I)
- Financial Planning II (FP II)
- Financial Planning Supplement (FPSU)
- Investment Advisors Training Program (IATP)
- Financial Planning Integration Course (FPIC)
- Applied Financial Planning Certification Exam (AFP)
- CIWM Certification Examination
- Life Licence Qualification Program Insurance Course (LLQP)
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CFSA: Preferred Credential for Personal Bankers
Better understand your clients' unique financial needs and goals to build positive client relationships with the CFSA.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Meet CE Requirements Quickly and Easily
Explore continuing education courses and meet your requirements for CSI, CIRO, CSF and other professional associations or certifications.
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Drive Effective Client Conversations
Get started with the Personal Financial Services Advice (PFSA) course to enhance your soft skills and build profitable client relationships.
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Explore Multiple Career Paths
Explore different roles and opportunities available in the financial services industry and view the recommended courses and credentials.
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Canadian Securities Course CSC®
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Write your exam through Remote Proctoring from any location (including your home) or In-Person at one of our test centres.
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Meet the highest standards of experience & education for financial professionals with CSI certificates, designations & fellowship.
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FCSI® – The Highest Honour in Financial Services
Join an elite group of leaders in financial services and make a meaningful impact for your clients with the Fellow of CSI (FCSI®).
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PFP® – The Premier Credential for Financial Planners
Master financial planning skills with the ISO and FSRA-certified Personal Financial Planner (PFP®) designation.
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CIM® – The Recognized Credential for Investment Managers
Learn how to manage money on a discretionary basis for sophisticated clients with Chartered Investment Manager (CIM®).
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CIWM – The Leading Credential for Wealth Managers
Establish your credibility to address the unique needs of affluent clients with Certified International Wealth Manager (CIWM).
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MTI® – Prestigious Credential for Trust & Wealth Managers
Gain expertise in the regulations and tax implications that are crucial for management and transfer of wealth with MTI®.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
Hours of study: 110 – 160 Hours
Enrolment Period: 1 Year
What is the WME-FP exam weighting?
| Exam One Topics | Weightings |
|---|---|
|
Exam one is a shortened exam which excludes questions related to “Financial Planning” for which candidates have already demonstrated competency. |
|
| Getting to Know the Client and Assessing their Financial Situation | 27% |
| Investment Management and Asset Allocation | 23% |
| Equity and Debt Securities | 25% |
| Managed Products, Portfolio Monitoring and Evaluation | 25% |
| Exam Two Topics | Weightings |
|---|---|
|
Exam two covers material from the entire Wealth Management Essentials course and focuses on the integration and application of concepts. |
|
| Getting to Know the Client and Assessing their Financial Situation | 22% |
| Family Law, Risk Management and Tax Planning | 14% |
| Retirement Planning | 16% |
| Estate Planning | 8% |
| Investment Management and Asset Allocation | 12% |
| Equity and Debt Securities | 14% |
| Managed Products, Portfolio Monitoring and Evaluation | 14% |
What is the WME-FP exam structure?
| Structure | Information |
|---|---|
| Exams | 2 |
| Exam Format | Exam 1: Proctored (remote or in-person at a test centre) Exam 2: Proctored (remote or in-person at a test centre) |
| Exam Duration | Exam 1: 1.5 Hours Exam 2: 3 Hours |
| Question Format | Exam 1: Multiple-choice Exam 2: Multiple cases with multiple-choice questions |
| Questions Per Exam | Exam 1: 60 Questions Exam 2: 65 Questions* |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | Exam 1: 60% Exam 2: 60% |
| Assignments | None |
* Please Note: If you enrolled in the WME before December 11, 2024, there are 50 questions for exam 2.
What Continuing Education (CE) credits will you earn?
| Accreditation | Credits |
|---|---|
| CSF Mutual Funds | 10 |
| CSF Compliance | 5 |
| FSRA Life Insurance | 30 |
| ICS Life Insurance | 30 |
| ICM Life Insurance | 10 |
| ICBC Life Insurance | 30 |
| AIC Life Insurance | 30 |
| AMP Mortgage | 24 |
| CIRO-ID Professional Development | 20 |
| CIRO-MF Professional Development | 20 |
| MTI | 30 |
| PFP Professional development | 30 |
| CIM Professional development | 30 |
| CFP Financial Planning | 30 |
| QAFP Financial Planning | 30 |
| ADVOCIS Structured Learning CEEXAM 1 | 45 |
| ADVOCIS Structured Learning CEEXAM 2 | 45 |
View CE credits for all CSI courses and all associations.
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 chart may be subject to change.