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About

Whether you wish to embark on a financial planning or wealth management career, the Wealth Management Essentials (WME®) for Investment Managers course provides the foundational knowledge you need to succeed.

In addition to meeting a regulatory requirement, the WME® course provides the foundation to earn more advanced certifications in financial planning, or wealth management. This course provides knowledge to help advisors deal with the increasingly complex demands of clients in a highly competitive environment.

This course is meant for individuals with prior investment management education.

What skills will you develop?

The WME® course provides advisors with a holistic approach to wealth management. You will gain the knowledge and skills to guide your clients in different areas of financial planning, covering such topics as getting to know the client, budgeting and saving, borrowing, taxation, retirement and estate planning. Additionally, you will cover concepts related to investment management, asset allocation, equities and debt securities, managed products, and portfolio monitoring and performance.

Who should enrol?

If you’ve already completed one of the following requirements you are eligible for advanced standing in the Wealth Management Essentials for Investment Managers Course:

If one of the following was not completed with CSI, proof is required at the time of enrolment.

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