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For all questions related to CIRO’s Proposed Proficiency Model, please visit CIRO’s webpage or email proficiency@ciro.ca.

Course Formats

The WME® comes in two alternative bundling options. Click to expand and learn more about each product. Please select one of the following options.

Course Update Notice:

A revised version of this course will be available for purchase on December 11, 2024 at 12 pm EST. The exam for this version of the course will be available starting January 22, 2025.

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Online, Interactive Version Including Hard-Copies of the WME® Textbook and KPMG Tax Planning for You and Your Family

$1725 Cart11Add to cart

Choose this course format if you prefer to study with a hard-copy textbook along with your online course.

Online, Interactive Version Including the Online WME® Textbook and KPMG Tax Planning for You and Your Family (PDF)

$1625 Cart12Add to cart

Choose this course format if you prefer to study online through a computer, tablet or mobile.

Re-Enrolment to Meet CIRO Re-Write Requirements

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Candidates who are required to meet the Proficiency and Education requirements for CIRO’s Rule 2600 Part II A may be eligible to enrol at a discounted rate. Eligible candidates will receive a 50% discounted rate of the applicable price on the online course enrolment. Additional items such as printed textbooks or study tools are not discounted.

Fast Track for Financial Advisors

Graduates of IMT® or the Institute of Financial Planning Professional Training course (Cours synthèse), or designees of the CFA, CIM®, CFP®, Fin. Pl or PFP® qualify for advanced standing in the WME®.

Discounts

CIRO member firms, financial institutions and other corporate entities who have agreements with CSI may be eligible for discounts on some courses. Selecting the name of your employer at the time of enrolment will ensure that applicable discounts appear at checkout.

Replacement Textbook

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Wealth Management Essentials Textbook + KPMG Tax Planning Guide

$110 Cart1Add to Cart

Only students currently enrolled in the course and course graduates may purchase a replacement hard-copy textbook.

KPMG Tax Planning for You and Your Family Book

$30 Cart2Add to cart

Only students currently enrolled in the course and course graduates may purchase a replacement hard-copy textbook.

Shipping & Handling

  • Printed course materials will ship within 5-10 business days of purchase
  • Electronic course materials will be available immediately upon purchase
  • Shipping costs vary by location & will be displayed on the final screen of check out
  • Shipping and handling fees will apply to all orders that include printed course materials

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