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Upgrade To Success Package

$519.99

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$35

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WME®

Wealth Management Essentials®

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Description

The Wealth Management Essentials Course® (WME®) by CSI® covers key topics in wealth management, including financial planning, taxation, and investment strategies. Completing the WME® satisfies the 30-month ID (formerly CIRO/IIROC) requirement for Registered Representatives and equips professionals to provide comprehensive advice to high-net-worth clients.

Covers Exam 1 & Exam 2

Success Package

$519.99

Your SeeWhy Learning WME® exam prep package includes:

  • Practice Question Take-up Videos
  • Online Study Guide
  • 100+ Video Lessons
  • 1,200 Questions & Flash Cards
  • 9 Case Study Mock Exams
Hardcopy version of the study guide can be added during checkout

A la Carte

Online Study Guide

$124.99

  • Online Study Guide
    Everyday Language
    Memory Aids & Analogies
    Covers Volumes 1 and 2
Hardcopy version of the study guide can be added during checkout

Video Lessons

$199.99

  • WME®1 and WME®2 Videos
  • Organized by module and topic
  • Great for Pre-Exam Review
  • Online Training Videos

Exam 1 Core Study

$129.99

  • 1,200 Questions & Flash Cards
  • Exam Level Questions
  • Detailed Explanations
  • Online Quizzes
  • Online Practice Exams

Exam 2 Core Study

$109.99

  • Case-Based Style of Exam 2
  • 9 Case Study Mock Exams
  • Builds on Your Knowledge

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More about our Study Tools

Our study tools allow each unique individual to approach learning in a way that best suits them. Take control of your learning journey, making it more efficient, effective, and enjoyable

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Practice Question Take-up Videos

Each video tackles a specific question with a study coach guiding you step-by-step, sharing helpful tips and insights.