Investment Management Techniques (IMT®)

Hours of study: 80 – 100 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

AccreditationCredits
ADVOCIS Structured Learning CEEXAM 130
ADVOCIS Structured Learning CEEXAM 230
FSRA Life Insurance30
ICS Life Insurance5
MTI MTI30
PFP PFP Professional development30
ICM Life Insurance5
AIC Life Insurance30
CSF General Subjects 10
CSF Mutual Funds10
IIROC Professional Development20

View CE credits for all CSI courses and all associations.

While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the chart may be subject to change. More detailed information on CE Credits is available.

What is the IMT® exam weighting?

Exam One Topics Weightings
Investment Policy and Understanding Risk Profile 10%
Asset Allocation and Investment Strategies 8%
Equity Securities 19%
Debt Securities 17%
Managed Products 19%
International Investing and Taxation 7%
Managing Your Client’s Investment Risk 5%
Impediments to Wealth Accumulation 8%
Portfolio Monitoring & Performance Evaluation 7%
Exam Two Topics Weightings
Investment Policy and Understanding Risk Profile 16%
Asset Allocation and Investment Strategies 14%
Equity Securities 14%
Debt Securities 18%
Managed Products 14%
International Investing, Investment Risk and Impediments to Wealth Accumulation 16%
Portfolio Monitoring & Performance Evaluation 8%

What is the IMT® exam structure?

Structure Information
Exams 2
Exam Format Exam 1: Proctored (remote or in-person at a test centre)
Exam 2: Proctored (remote or in-person at a test centre)
Exam Duration Exam 1: 3 Hours
Exam 2: 3 Hours
Question Format Exam 1: Multiple-choice
Exam 2: Multiple cases with multiple-choice questions
Questions Per Exam Exam 1: 110 Questions
Exam 2: 50 Questions
Attempts Allowed Per Exam 3
Passing Grade Exam 1: 60%
Exam 2: 60%
Assignments None