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- Fellow of CSI (FCSI®)
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- Chartered Investment Manager (CIM®)
- Certified International Wealth Manager (CIWM)
- Designated Financial Services Advisor (DFSA™)
- Estate & Trust Professional (MTI®)
- CSI Path to Certified Financial Planner (CFP®)
- CSI Path to Qualified Associate Financial Planner (QAFP™)
- CSI Path to Financial Planning Program – Quebec (IQPF)
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- Personal Financial Services Advice (PFSA)
- Financial Planning I (FP I)
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- Financial Planning Supplement (FPSU)
- Investment Advisors Training Program (IATP)
- Financial Planning Integration Course (FPIC)
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PFP® Approved Under FSRA Title Regulation
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Explore Multiple Career Paths
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Drive Effective Client Conversations
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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Hours of study: 110 – 160 Hours
Enrolment Period: 1 Year
What is the WME-IM exam weighting?
| Exam One Topics | Weightings |
|---|---|
|
Exam one is a shortened exam which excludes questions related to “Investment Management” for which candidates have already demonstrated competency. |
|
| Getting to Know the Client and Assessing their Financial Situation | 23% |
| Family Law, Risk Management and Tax Planning | 32% |
| Retirement Planning | 30% |
| Estate Planning | 15% |
| Exam Two Topics | Weightings |
|---|---|
|
Exam two covers material from the entire Wealth Management Essentials course and focuses on the integration and application of concepts. |
|
| Getting to Know the Client and Assessing their Financial Situation | 22% |
| Family Law, Risk Management and Tax Planning | 14% |
| Retirement Planning | 16% |
| Estate Planning | 8% |
| Investment Management and Asset Allocation | 12% |
| Equity and Debt Securities | 14% |
| Managed Products, Portfolio Monitoring and Evaluation | 14% |
What is the WME-IM exam structure?
| Structure | Information |
|---|---|
| Exams | 2 |
| Exam Format | Exam 1: Proctored (remote or in-person at a test centre) Exam 2: Proctored (remote or in-person at a test centre) |
| Exam Duration | Exam 1: 1.5 Hours Exam 2: 3 Hours |
| Question Format | Exam 1: Multiple-choice Exam 2: Multiple cases with multiple-choice questions |
| Questions Per Exam | Exam 1: 60 Questions Exam 2: 65 Questions* |
| Attempts Allowed Per Exam | 3 |
| Passing Grade | Exam 1: 60% Exam 2: 60% |
| Assignments | None |
* Please Note: If you enrolled in the WME before December 11, 2024, there are 50 questions for exam 2.
What Continuing Education (CE) credits will you earn?
No api response.View CE credits for all CSI courses and all associations.
While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the chart may be subject to change.