Wealth Management Essentials (WME)

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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.

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• Study Overview
• Course Details
  
  

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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Products

Wealth Management WME Study Notes (Online)

$99.95

Wealth Management WME Exam Prep (Online)

$79.95

Wealth Management WME Case Studies (Online)

$79.95

Wealth Management WME Case Studies & Exam Prep (Online)

$149.95

Wealth Management WME Study Notes (Print + Online)

$129.95

Wealth Management WME Study Notes (Online)

$99.95

Wealth Management WME Exam Prep (Online)

$79.95

Wealth Management WME Case Studies (Online)

$79.95

Wealth Management WME Case Studies & Exam Prep (Online)

$149.95

Wealth Management WME Study Notes (Print + Online)

$129.95

Wealth Management WME Study Notes (Online)

$99.95

Wealth Management WME Exam Prep (Online)

$79.95

Wealth Management WME Case Studies (Online)

$79.95

Wealth Management WME Case Studies & Exam Prep (Online)

$149.95

Wealth Management WME Study Notes (Print + Online)

$129.95

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