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”.

What is Chartered Investment Manager (CIM®)?

The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client’s investment portfolio. When you earn the CIM®, you become an investment advisor qualified to manage money on a discretionary basis for an increasing number of sophisticated clients.

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What is the path to the Chartered Investment Manager (CIM®) designation?

CSI offers two paths to achieve the CIM® designation.

Route 1

Route 2

5 Year Rule

Individuals must apply for the designation within five years of successfully completing the Portfolio Management Techniques (PMT®) Examination. Individuals who do not qualify for the designation within this 5-year period will be required to re-take the PMT® course and examination before being granted the designation.