CSI will be performing system maintenance on Saturday May 11th 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”.


The Portfolio Management Techniques (PMT®) course delivers a deeper understanding of advanced portfolio management techniques suitable for high-net-worth clients and institutional investors. It also delivers the knowledge of regulatory, compliance, sales and operational requirements needed for creating and maintaining a portfolio management firm.

What skills will you develop?

  • Learn the latest strategies for building client and institutional portfolios, as well as the knowledge to establish and maintain an institutional investment firm
  • Gain the necessary knowledge to prepare you for both CIRO and CSA registration as a portfolio manager

Who should enrol?

Enrol in the PMT® if you’re:

  • An industry professional looking to gain more knowledge
  • At least 2 years into your career
  • Involved in managing client funds
  • Looking to build on the knowledge you gained in the CSC® and the IMT®
  • An investment advisor or registered representative

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