Portfolio Management Techniques (PMT®)

Issued by Canadian Securities Institute

This digital credential indicates that the individual has completed the Portfolio Management Techniques (PMT®) course. Completing this course provides them with a deeper understanding of advanced portfolio management techniques suitable for high net worth clients and institutional investors. They will also be knowledgeable of regulatory compliance, sales and operational requirements needed for creating and maintaining a portfolio management firm.

Additional Details

Skills

Alternative Investments
Creating Portfolio Mandates
Investment Management Firm
Managing Equity And Fixed Income Portfolios
Performance Attribution

Earning Criteria

Completed 70-95 hours of study
Successfully passed a 3-hour proctored examination
Course Syllabus
Course Overview and Requirements
Information in French

Standards

Canadian Investment Regulatory Organization (CIRO)

CIRO is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers, and trading activity on Canada’s debt and equity marketplaces and is carrying on the regulatory functions of IIROC and the MFDA. This course meets CIRO's investment dealer proficiency requirements.