Portfolio Management Techniques (PMT®)

Hours of study: 70 – 95 Hours

Enrolment Period: 1 Year

What Continuing Education (CE) credits will you earn?

AccreditationCredits
ADVOCIS Structured Learning CE45
FSRA Life Insurance22
ICS Life Insurance5
ICM Life Insurance3
MTI MTI30
PFP PFP Professional development30
CSF General Subjects 5
CSF Compliance 5
CSF Mutual Funds10
AIC Life Insurance22.5
IIROC Professional Development20
IQPF SFPA15
IQPF SC5

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.

What is the PMT® exam weighting?

Exam Topics Weightings
Regulation and Ethics 10%
The Institutional Portfolio Management Process 8%
Portfolio Management Organization and Operations 18%
Managing Equity Portfolios 15%
Managing Fixed Income Portfolios 19%
Permitted Use of Derivatives in Mutual Funds 5%
Creating New Portfolio Management Mandates 10%
Alternative Investment Management 10%
Client Portfolio Reporting and Performance Attribution 5%

What is the PMT® exam structure?

Structure Information
Exams 1
Exam Format Proctored (remote or in-person at a test centre)
Exam Duration 3 hours
Question Format Multiple Choice
Questions Per Exam 120
Attempts Allowed Per Exam 3
Passing Grade 60%
Assignments None

Request More Information

Would you like to keep informed about CSI's products and promotions?

Promotion Check