Wealth Management Essentials (WME®)

Program description

An industry licensing course that provides students with a holistic look at wealth management, with a focus on financial planning and investment management.

Course website


Related job profiles

Canadian Securities Institute (CSI)


Enrollment period of 1 year

Credential awarded

This course is part of the proficiency requirements required by IIROC and provincial securities commissions in order to maintain licensed status to sell securities.

Program contact

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