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 prep is best when you treat it as recognition training: learn the language, know the process sequence, and keep the “small math” automatic.
If you’re preparing for the case-based exam, use WME Exam 2 instead.
| Week | Focus | What to do |
|---|---|---|
| 1 | Client discovery + financial situation | Drill KYC language, financial statements, TVM basics; start formula pack. |
| 2 | Family law + risk + tax | Learn definitions + comparisons; do daily short quizzes. |
| 3 | Retirement + estate | RRSP/pensions/gov programs + estate docs; build a “must-know” glossary. |
| 4 | Investments + monitoring | Allocation, securities, managed products; timed mixed sets and review misses. |
| Weeks | Focus |
|---|---|
| 1–2 | Process and client discovery |
| 3–4 | Portfolio and product fit |
| 5–6 | Planning concepts + math |
| 7–8 | Integrated scenario practice |
One topic per week + one drill per week. Keep a miss log and revisit weak topics every 48–72 hours.
✅ Next: open the Syllabus and begin Topic 1.