Wealth Management Essentials (WME)
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Question 1
About this exam
Wealth Management Essentials (WME)
Wealth planning, taxation, registered accounts, and client-facing portfolio recommendations.
Exam syllabus
What WME candidates need to cover
WME is usually won by candidates who can connect planning, taxation, registered accounts, and client recommendations into one decision flow rather than separate notes.
Wealth planning foundations and client goal setting
Taxation, registered plans, and account selection logic
Retirement, estate, and long-range planning considerations
Portfolio recommendations and risk-aligned asset mixes
Client meetings, advice framing, and suitability judgment
Review, rebalancing, and long-term plan maintenance
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