Wealth Management Essentials (WME®)

If you enrolled in the WME on or after December 11, 2024, please enrol in this check product.

The WME® Check is a set of online practice tests designed to assess your readiness to take the actual WME® Exam 1 (100 questions) and Exam 2 (65 case-based questions). The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

Practice tests for WME® Exam 1 have 100 questions similar to the actual exam. The practice tests for WME® Exam 2 have 50 case-based questions whereas the actual exam consists of 65 cased-based questions. The practice tests are built from the same content, but they are not a duplicate of the exam.

You can use the WME® Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

The WME® Check is also suitable for students enrolled in one of the Fast Track versions of the WME® Fast Track students can use the WME® Check to refresh their knowledge of the course materials as they prepare for their exams.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

If you enrolled in the WME on or after December 13, 2023, please enrol in this check product.

The WME® Check is a set of online practice tests designed to assess your readiness to take the actual WME® Exam 1 (100 questions) and Exam 2 (50 case-based questions). The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the WME® Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

The WME® Check is also suitable for students enrolled in one of the Fast Track versions of the WME® Fast Track students can use the WME® Check to refresh their knowledge of the course materials as they prepare for their exams.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

If you enrolled in the WME before December 13, 2023, please enrol in this check product.

The WME® Check is a set of online practice tests designed to assess your readiness to take the actual WME® Exam 1 (120 questions) and Exam 2 (50 case-based questions). The practice tests are meant to simulate your exam-day experience as closely as possible. They are timed and structured with approximately the same weightings as the actual exams.

You can use the WME® Check to complement your studies as you prepare for the final exams. However, before you use it, we recommend that you complete all the course components, including the readings and review questions, to fully prepare for the practice tests and to close gaps in your learning.

The WME® Check is also suitable for students enrolled in one of the Fast Track versions of the WME® Fast Track students can use the WME® Check to refresh their knowledge of the course materials as they prepare for their exams.

Your focus, first and foremost, should be on reading and understanding the textbook so that you perform as well as possible on the practice tests.

Are you overwhelmed by financial investment calculations? Do you feel like you need an educational tune-up on basic math skills? You're not alone.

The new CSI Financial Investment Calculations Toolkit is the ideal package for learners who need to perform calculations related to financial services.

Learn how to use the Sharp financial calculator to perform calculations common to financial services, both for your CSI courses and on the job.

You'll be introduced to essential financial math concepts, and be shown how to perform calculations step-by-step on your very own financial calculator. Also included are practice questions to self-assess your financial investment calculations skills.

The new Financial Statement and Ratios e-Tutorial will introduce important concepts that appear in CSI courses, and which are commonly used in the financial services industry.

You'll learn the fundamentals of financial statement analysis, including a step-by-step demonstration of how a financial statement is created. You'll also review the basics of financial ratios, which are used to evaluate the potential success and investment-worthiness of a company.

It is also a useful refresher course for students who have not encountered these concepts in some time.

Having difficulty understanding the relationship between supply and demand? Or the difference between a peak and trough? Build essential business economics knowledge you need with CSI's new Macro- and Microeconomics e-Tutorial.

This e-Tutorial offers an overview of two areas of economics, Macroeconomics which focus on topics such as interest rates and inflation, the business cycle, monetary policy and fiscal policy.
Microeconomics which focus on specific topics such as supply and demand and industry cycles.

The new Macro- and Microeconomics e-Tutorial is a useful refresher course for individuals who have not encountered these concepts in some time.

The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.

The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.

The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, insurance planning.

The Financial Planning Calculations E-tutorial is the ideal study tool to tune up your financial planning calculations skills. Discover essential financial planning math concepts with practice questions to self-assess your financial investment calculations skills.

The Financial Planning Calculations E-tutorial is an invaluable resource whether new to a financial planning role or currently a financial planning student wanting to develop or rebuild a sense of comfort with performing financial planning calculations.

The toolkit explains how to calculate several key financial planning-related concepts, such as budget planning, credit planning, investment planning, tax planning, retirement planning, insurance planning.