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The Canadian Investment Regulatory Organization (CIRO) has proposed changes to its proficiency rules including changes to the current mandatory courses offered by the Canadian Securities Institute (CSI). Under these proposed rules, subject to approval by the Canadian Securities Administrators (CSA), CIRO will be moving towards an assessment centric proficiency model for Approved Persons of Investment Dealers. For more information on CIRO’s proposed rules, please refer to the CIRO website. If you have any questions on how the proposed changes may impact you, please reach out to proficiency@ciro.ca.

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Enhance your knowledge of retail asset management. The Investment Management Techniques (IMT®) course equips you with the skills needed to service retail clients from a broader investment portfolio perspective. From selecting individual securities to evaluating performance and explaining returns to clients, you’ll build a solid foundation in investment management.

What skills will you develop?

Prepare for registration as a portfolio manager. The IMT® is designed to provide a deeper understanding of applied skills such as investment policy statement development, asset allocation strategies, portfolio performance evaluation, and securities analysis.

Who should enrol?

Enrol in the IMT® if you’re:

  • Wanting to expand your knowledge of investment management
  • Involved in managing client funds
  • An investment advisor or registered representative
  • Looking to become a licensed discretionary portfolio manager

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