Chartered Investment Manager (CIM®)

Program description

CSI has created two unique education streams that will qualify you for licensing in discretionary portfolio management in Canada*. * Work experience is also required to be an IIROC-registered Portfolio Manager. Achieving the Canadian Investment Manager (CIM) designation earns you credibility in the eyes of clients, peers and employers. It prepares you with the skills and proficiency to become registered as a discretionary portfolio manager. There are two ways to earn the CIM designation: Stream 1. • Canadian Securities Course (CSC) • Investment Management Techniques (IMT) • Portfolio Management Techniques (PMT) Stream 2. • Canadian Securities Course (CSC) • Wealth Management Essentials (WME) • WME-Investment Management Supplement • Portfolio Management Techniques (PMT)

Course website

Related job profiles

Canadian Securities Institute (CSI)

Online self-study


440-470 estimated study hours

Credential awarded

Chartered Investment Manager (CIM®) designation

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