Wealth Management

Wealth Management Essentials (WME)®

WME® provides comprehensive and integrated investment advice. It is a holistic approach to wealth management that focuses on financial planning and investment strategies.

WME® is a relevant course of study to persons interested in retirement planning, financial planning, and investment planning. The WME® also satisfies the 30-month requirement to maintain Investment Advisor (IA) status, after completing the CSC® and CPH®.

WME® is a component of the Chartered Investment Manager (CIM)® and Chartered Strategic Wealth Professional (CSWP)® designations.

Oliver’s WME® study materials are designed to support the Wealth Management Essentials® course and do not constitute actual enrolment in the course. Students must enrol with the Canadian Securities Institute (CSI) at csi.ca in order to write the WME® exam.

Study Notes:

  • Correspond to coursebook structure for easy reference
  • Essentialize course content in easy-to-read format
  • Provide all “need to know” information required to pass exam
  • Clarify course content using everyday language
  • 18 chapters + appendix

Exam Prep:

  • Questions similar in style, content, format, and difficulty to exam
  • Organized by chapter for easy reference
  • Test review simulates actual exam structure
  • Calculation questions include rationales
  • Over 600 multiple-choice questions

Case Exam Prep:

  • 9 case studies similar to actual exam
  • Over 200 questions

Enrollment Period: All course material will remain available for 6 months from the purchase date.


Wealth Management WME Study Notes (Online)
Wealth Management WME Exam Prep (Online)
Wealth Management WME Case Studies (Online)
Wealth Management WME Case Studies & Exam Prep (Online)
Wealth Management WME Study Notes (Print + Online)