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As part of our continous efforts to provide a stable and secure learning environment, we are performing system maintenance on Saturday June 20 from 8 a.m. ET to 12 p.m. ET. During this period, you will not have access to your myCSI student account.

Effective January 1, 2026, the proficiency rules applicable to Investment Dealer Approved Persons with CIRO have changed. This course is no longer acceptable for the purposes of CIRO approval with an Investment Dealer. There may be circumstances where this course may be accepted for purposes of the CIM® designation. For more information, visit the CIRO Proficiency website.

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Effective January 1, 2026, the proficiency rules applicable to Investment Dealer Approved Persons with CIRO have changed. This course is no longer acceptable for the purposes of CIRO approval with an Investment Dealer. There may be circumstances where this course may be accepted for purposes of the CIM® designation. For more information, visit the CIRO Proficiency website.

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?

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 looking to deepen your investment management knowledge or are actively involved in managing client funds.

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