Investment Management Techniques (IMT®)

Issued by Canadian Securities Institute

This digital credential indicates that the individual has completed the Investment Management Techniques (IMT®) course. Completing this course provides them with a solid foundation in investment management. They will have a deep understanding of applied skills such as investment policy statement development, asset allocation selection, portfolio performance assessments and investment selection.

Additional Details

Skills

Alternative Investments
Asset Allocation
Debt Securities
Equity Securities

Earning Criteria

Completed 80-100 hours of study
Successfully passed two 3-hour proctored examinations
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.