Wealth Management

There are several financial-planning designations available to advisors in Canada. These courses will help you study the courses required to obtain them.


These exam prep materials will prepare you for courses or exams required to obtain the:

  • Personal Financial Planner (PFP)®;
  • Certified Financial Planner (CFP)® designations.

Furthermore, these courses will assist you in advancing your career in:

  • Estate and trust planning;
  • Retirement planning;
  • Wealth management.

Oliver’s preparation materials come in a variety of formats, to make people with all types of learning preferences successful. Select the learning aids that make the most sense for you.

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.