WME Exam 2 — Wealth Management Essentials (Case-Based Study Hub + Practice)
Prepare for CSI WME Exam 2 (65 case-based multiple-choice questions, 3 hours) with official-weighted domains, a scenario-focused syllabus, comprehensive cheat sheet (formulas + glossary), study plan, resources, and practice.
Wealth Management Essentials (WME) — Exam 2 is a proctored case-based exam focused on application + integration: interpret a client file, spot constraints, prioritize actions, and choose the best next step.
If you also need the standalone MCQ exam, see WME Exam 1.
Use this hub to prep efficiently:
- Start with the Overview for exam structure + weighting.
- Follow the Study Plan for 30/60/90‑day prep.
- Use the Syllabus as your case skills checklist.
- Use the Cheatsheet for workflows, formulas, and terminology (glossary included).
- Build speed with Practice.
Select a section below to begin.
In this section
- WME Exam 2 Cheatsheet — Case Workflow, Formulas, Tables & Glossary
High-yield WME Exam 2 review: case workflow, client constraints, portfolio fit, return/risk math, TVM and loan formulas, tax-aware decisions, plus a large terminology glossary.
- WME Exam 2 FAQ — Case Strategy, Timing, and Common Traps
Frequently asked questions for CSI WME Exam 2: how to approach cases, what to practice, and how to use the syllabus and cheat sheet effectively.
- WME Exam 2 Overview — Case-Based Format, Weighting, and How to Study
WME Exam 2 overview (official CSI structure): 65 case-based multiple-choice questions in 3 hours, topic weightings, what gets tested, and a practical case-study strategy.
- WME Exam 2 Practice — Case-Based Decision Drills
Practice WME Exam 2 with case-based multiple-choice drills mapped to the official topic domains.
- WME Exam 2 Resources — Official CSI Links
Official CSI resources for WME Exam 2: course page, curriculum syllabus, and exam credits (structure + weightings).
- WME Exam 2 Study Plan (30 / 60 / 90 Days)
A practical WME Exam 2 study plan: 30-day intensive, 60-day balanced, and 90-day part-time schedules focused on case execution and official topic weightings.
- WME Exam 2 Syllabus — Case-Based Learning Objectives by Topic
Blueprint-aligned learning objectives for CSI WME Exam 2, organized by official topic domains with quick links to targeted practice.