Wealth Management

Wealth Management Essentials (WME)®


This course provides a comprehensive overview of wealth management with special emphasis on financial planning and investment management.

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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
  • Inexpensive preview of WME course
  • 17 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
  • 693 multiple-choice questions

Case Exam Prep:

  • 9 case studies similar to actual exam
  • 231 questions

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