WME-FP Exam 1 — WME for Financial Planners (Study Hub + Practice)
Prepare for CSI WME-FP Exam 1 (60 multiple-choice questions, 1.5 hours) with official weightings, a blueprint-aligned syllabus, comprehensive cheat sheet (formulas + glossary), study plan, resources, and practice.
WME Course For Financial Planners (WME-FP) — Exam 1 is the shortened proctored multiple-choice exam focused on client discovery + investment management fundamentals. Per CSI, it excludes questions related to “Financial Planning” (candidates are expected to already have that competency).
If you also need the case-based integrated exam, see WME-FP 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, investment decision tables, and terminology (glossary included).
- Build speed with Practice.
Select a section below to begin.
In this section
- WME-FP Exam 1 Cheatsheet — Client Discovery, Investments, Formulas, Tables & Glossary
High-yield WME-FP Exam 1 review: client discovery workflow, financial statements, return/risk math, TVM and loan formulas, equity/fixed income essentials, managed products, monitoring, plus a large terminology glossary.
- WME-FP Exam 1 FAQ — Common Questions (Multiple-Choice Prep, Math, Weighting)
Frequently asked questions for CSI WME-FP Exam 1: what to memorize, how to practice multiple-choice efficiently, and how to use the syllabus and cheat sheet.
- WME-FP Exam 1 Overview — Exam Format, Weighting, and How to Study
WME-FP Exam 1 overview (official CSI structure): 60 multiple-choice questions in 1.5 hours, topic weightings, what gets tested, and a practical study strategy.
- WME-FP Exam 1 Practice — Multiple-Choice Drills
Practice WME-FP Exam 1 with multiple-choice drills mapped to the official topic weightings.
- WME-FP Exam 1 Resources — Official CSI Links
Official CSI resources for WME-FP Exam 1: course page, curriculum syllabus, and exam credits (structure + weightings).
- WME-FP Exam 1 Study Plan (30 / 60 / 90 Days)
A practical WME-FP 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-FP Exam 1 Syllabus — Learning Objectives by Topic
Blueprint-aligned learning objectives for CSI WME-FP Exam 1, organized by officially weighted topic domains with quick links to targeted practice.