WME Exam 1 — Wealth Management Essentials (Study Hub + Practice)
Prepare for CSI WME Exam 1 (100 multiple-choice questions, 3 hours) with official-weighted topics, a blueprint-aligned syllabus, comprehensive cheat sheet (formulas + glossary), study plan, resources, and practice.
Wealth Management Essentials (WME) — Exam 1 is a proctored multiple-choice exam focused on knowledge + recognition: concepts, terminology, and the “small math” you use to support planning conversations.
If you also need the case-based exam, see WME Exam 2.
Use this hub to prep efficiently:
- Start with the Overview to understand what gets tested.
- Follow the Study Plan for 30/60/90‑day prep.
- Use the Syllabus as your objective checklist.
- Use the Cheatsheet for formulas, planning terminology, and quick decision tables (glossary included).
- Build speed with Practice.
Select a section below to begin.
In this section
- WME Exam 1 Cheatsheet — Wealth Planning Process, Formulas, Tables & Glossary
High-yield WME Exam 1 review: planning workflow, client constraints, portfolio fit, return/risk math, TVM and loan formulas, tax-aware decisions, plus a large terminology glossary.
- WME Exam 1 FAQ — Common Questions (Multiple-Choice Prep, Math, Weighting)
Frequently asked questions for CSI WME Exam 1: what to memorize, how to practice multiple-choice efficiently, and how to use the syllabus and cheat sheet.
- WME Exam 1 Overview — Exam Format, Weighting, and How to Study
WME Exam 1 overview (official CSI structure): 100 multiple-choice questions in 3 hours, topic weightings, what gets tested, and a practical study strategy.
- WME Exam 1 Practice — Multiple-Choice Drills
Practice WME Exam 1 with multiple-choice drills mapped to the official topic weightings.
- WME Exam 1 Resources — Official CSI Links
Official CSI resources for WME Exam 1: course page, curriculum syllabus, and exam credits (structure + weightings).
- WME Exam 1 Study Plan (30 / 60 / 90 Days)
A practical WME Exam 1 study plan you can follow: 30-day intensive, 60-day balanced, and 90-day part-time schedules aligned to official topic weightings and a repeatable syllabus → practice loop.
- WME Exam 1 Syllabus — Learning Objectives by Topic
Blueprint-aligned learning objectives for CSI WME Exam 1, organized by officially weighted topic domains with quick links to targeted practice.