Wealth Management Essentials (WME®)

Issued by Canadian Securities Institute

This digital credential indicates that the individual has completed the Wealth Management Essentials (WME®) course. Completing this course means that they have a strong understanding of the fundamentals of financial planning, investment and wealth management. They also possess the ability to monitor investment trends, evaluate client portfolios and manage risk.

Additional Details

Skills

Asset Allocation
Retirement And Estate Planning
Security Analysis And Selection
Tax Planning
Understanding Client Needs

Earning Criteria

Completed 110-160 hours of study
Successfully passed two 3-hour proctored examinations
Course Syllabus
Course Overview and Requirements
Information in French

Standards

IIROC Proficiency Requirements

Investment Industry Regulatory Organization of Canada (IIROC) is the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity markets in Canada. Those who complete this course are able to meet IIROC's proficiency requirements.