Wealth Management

Wealth Management Essentials (WME)®

We are currently updating our WME Exam Prep and Case studies. Please check back for the updated material.

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.

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Wealth Management WME Study Notes