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

https://www.csi.ca/student/en_ca/courses/csi/wme.xhtml

Related job profiles

• Financial Advisor

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Duration

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