WME®
Please read the FAQs further down this page for important information
The Wealth Management Essentials Course® (WME®) by CSI® covers key topics in wealth management, including financial planning, taxation, and investment strategies. Completing the WME® satisfies the 30-month ID (formerly CIRO/IIROC) requirement for Registered Representatives and equips professionals to provide comprehensive advice to high-net-worth clients. Due to the unique nature of the WME® series of exams, we are not able to offer a money back guarantee on this product. However, you can register with confidence knowing that the SeeWhy study tools have a high success rate. Who is this course for Individuals preparing for wealth management or advisory-track roles Professionals needing to meet proficiency requirements for advanced registration steps Learners seeking structured support for financial planning, investment strategy and client management concepts Candidates who benefit from scaffolded study tools—practice questions, study guides, video lessons Skills you’ll learn Core principles of financial planning and client goal discovery Investment strategy fundamentals, including portfolio design and risk assessment Taxation concepts influencing personal and investment decisions Retirement and estate planning frameworks Analytical and decision-making skills required for WME® exam success and advisory competency
1
Package 1
$$519.99
180 Days (6 months) Month (30 days) Online Access
Textbook Summary
Concise summary of the text
book in an easy to understand
format. Interactive and searchable
Test Engine Included
with Order Option 2
2
Package 2
$$519.99
180 Days (6 months) Month (30 days) Online Access
* Due to the unique nature of the AFP® series of exams, we are not able to offer a MBG on this product. However, you can register with confidence knowing that the SeeWhy AFP® study tools have been developed and field-tested with a very high success rate. We are pleased to offer this unique product to retail students for the first time.