CSI will be performing system maintenance on Saturday April 13th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

About

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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