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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.
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151 Bloor Street West, Suite 800,
Toronto M5S 1S4
- (416) 922-9604
- Toll free: 1-800-238-0377
Monday to Friday 9am to 5pm ET
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