WME Complete Study Package

This package is a comprehensive WME exam prep course that provides guided streamlined, straight to the point WME content coverage with engaging, motivating instruction through active learning exercises and demonstrations.

This course cracks the WME exam code by:

  • Leveraging Prof. Gordon's 20+ years of exam prep experience and insights that go way beyond simple content coverage, giving you an edge over other candidates.

  • Removing the guesswork of how to study and what you really MUST study, we've done the hard work, all you have to do is follow along.

  • Eliminating the usual WME study traps and roadblocks that lead to frustration, so you can confidently progress and actually enjoy what you are doing.

  • Building your core knowledge base quickly allowing you to focus your time on the higher payoff learning activities developed by Prof. Gordon.

Why Choose Exam Success

Your simplest path to a pass.

  • EFFECTIVE INSTRUCTION

    Prof. Brian Gordon cuts the fat, clears the fog and shows you the sweet spot for studying.

  • SUPERIOR SUPPORT

    Want feedback from a real, live expert who can steer you straight? We're ready to roll up our sleeves.

  • PROUDLY CANADIAN

    We are proud to be a Canadian company and our prices (all in Canadian dollars) reflect that.

  • ULTIMATE FLEXIBILTY

    Complete on virtually any study timeline, our WME prep will fit seamlessly into your busy life.

  • QUALITY ASSURANCE

    We follow CSI's best practices, ensuring our prep materials meet the highest standards.

  • SUCCESS GUARANTEE

    Whatever life throws your way, we've got you covered with free repeat access for up to 2 years.

Student Support

Have a doubt, not sure how a solution was derived or just have a quick query that needs addressing? This exclusive feature allows students to get help directly from the Prof. "It's like raising your hand in class!"

Success Guarantee

Have peace of mind knowing if you do not pass your exam, for any reason and without any milestones, you can access the materials again at no cost for a period of up to two (2) years.

Meet the Prof.

Director of Learning

Brian Gordon

Prof. Gordon has 20+ years of financial industry exam prep experience.

Prior to entering academia, Prof. Gordon developed his expertise in the discount brokerage, full service brokerage and banking industries, specializing in investment management, business development, strategic sales and marketing, and wealth management training.

Education / Credentials:
Certified Financial Planner (CFP) 2005
Chartered Financial Analyst (CFA) 1999
Master of Business Administration (MBA) 1998
Chartered Investment Manager (CIM) 1995
B.A. Economics (B.A. Econ) 1992

WME Study Program Outline

Each learning module has summary slides, practice questions, learning examples and the Prof's exclusive exam tips and strategies.

Expand the sections below for specific details.

  • 1

    FREE Preview

  • 2

    Welcome

    • Welcome Message

    • Learning Examples Introduction
  • 3

    Financial Math Review

    • HP 10B Calculator Tutorial

    • Ti BA Calculator Tutorial

    • EAR Examples

    • Practice Questions Introduction

    • Math Practice Questions
  • 4

    Chapter 1 - Wealth Management Today

    • WME Chapter 1 Summary

    • Practice Question Introduction

    • Chapter 1 Quiz
  • 5

    Chapter 2 - Ethics and Wealth Management

    • WME Chapter 2 Summary

    • Practice Questions Introduction

    • Chapter 2 Quiz
  • 6

    Chapter 3 - Getting to Know the Client

    • WME Chapter 3 Summary

    • Practice Questions Introduction

    • Chapter 3 Quiz
  • 7

    Chapter 4 - Assessing the Client’s Financial Situation

    • WME Chapter 4 Summary

    • Practice Questions Introduction

    • Chapter 4 Quiz
  • 8

    Chapter 5 - Consumer Lending and Mortgages

    • WME Chapter 5 Summary

    • Mortgage Factor

    • Mortgage Backed Securities Overview

    • Comment on Questions

    • Chapter 5 Quiz
  • 9

    Chapter 6 - Legal Aspects of Family Dynamics

    • WME Chapter 6 Summary

    • Practice Questions Introduction

    • Chapter 6 Quiz
  • 10

    Chapter 7 - Personal Risk Management Process

    • WME Chapter 7 Summary

    • Human Capital Overview

    • Markowitz Efficient Frontier

    • Practice Question Introduction

    • Chapter 7 Quiz
  • 11

    Chapter 8 - Understanding Tax Returns

    • WME Chapter 8 Summary

    • Practice Question Introduction

    • Chapter 8 - Quiz 1

    • Chapter 8 Quiz 2
  • 12

    Chapter 9 - Tax Reduction Strategies

    • WME Chapter 9 Summary

    • Insurance Overview

    • Life Insurance Quick Quiz

    • Practice Questions Introduction

    • Chapter 9 - Quiz 1

    • Chapter 9 - Quiz 2
  • 13

    Chapter 10 - Retirement Savings Plans

    • WME Chapter 10 Summary

    • Practice Questions Introduction

    • Chapter 10 - Quiz 1

    • Chapter 10 - Quiz 2
  • 14

    Chapter 11 - Employer-Sponsored Pension Plans

    • WME Chapter 11 Summary

    • Practice Questions Introduction

    • Chapter 11 - Quiz 1

    • Chapter 11 - Quiz 2
  • 15

    Chapter 12 - Government Pension Programs

    • WME Chapter 12 Summary

    • Practice Questions Introduction

    • Chapter 12 - Quiz 1
  • 16

    Chapter 13 - Retirement Planning Process

    • WME Chapter 13 Summary

    • Practice Question Introduction

    • Chapter 13 Quiz
  • 17

    Chapter 14 - Protecting Retirement Income

    • WME Chapter 14 Summary

    • Practice Questions Introduction

    • Chapter 14 - Quiz 1

    • Chapter 14 - Quiz 2
  • 18

    Chapter 15 - Wills and Powers of Attorney

    • WME Chapter 15 Summary

    • Practice Questions Introduction

    • Chapter 15 - Quiz
  • 19

    Chapter 16 - Estate Planning Strategies

    • WME Chapter 16 Summary

    • Copy of Practice Questions Introduction

    • Chapter 16 - Quiz 1

    • Chapter 16 - Quiz 2
  • 20

    Chapter 17 - Investment Management

    • WME Chapter 17 Summary

    • Modern Portfolio Theory

    • Correlation

    • Portfolio Standard Deviation

    • Practice Questions Introduction

    • Chapter 17 - Quiz 1

    • Chapter 17 - Quiz 2
  • 21

    Chapter 18 - Asset Allocation

    • WME Chapter 18 Summary

    • Practice Questions Introduction

    • Chapter 18 - Quiz 1

    • Chapter 18 - Quiz 2
  • 22

    Chapter 19 - Equity Securities

    • WME Chapter 19 Summary

    • Practice Questions Introduction

    • Chapter 19 - Quiz 1

    • Chapter 19 - Quiz 2
  • 23

    Chapter 20 - Debt Securities: Characteristics, Risks, Trading and Yield Curves

    • WME Chapter 20 Summary

    • Bond Types

    • Price Yield Relationship

    • Practice Questions Introduction

    • Chapter 20 - Quiz 1

    • Chapter 20 - Quiz 2
  • 24

    Chapter 21 - Debt Securities: Pricing, Volatility and Strategies

    • WME Chapter 21 Summary

    • Duration and Convexity

    • Practice Questions Introduction

    • Chapter 21 - Quiz 1

    • Chapter 21 - Quiz 2
  • 25

    Chapter 22 - Managed Products

    • WME Chapter 22 Summary

    • Practice Questions Introduction

    • Chapter 22 - Quiz 1

    • Chapter 22 - Quiz 2
  • 26

    Chapter 23 - Portfolio Monitoring and Performance Evaluation

    • WME Chapter 23 Summary

    • Practice Questions Introduction

    • Chapter 23 - Quiz 1

    • Chapter 23 - Quiz 2
  • 27

    WME Exam 2 - Case Study Questions

    • Case Questions Introduction

    • Case Study 1

    • Case Study 1 Questions

    • Case Study 2

    • Case Study 2 Questions

    • Case Study 3

    • Copy of Case Study 3 Questions

    • Case Study 4

    • Case Study 4 Questions

Teaching what you need to know to pass!

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