Manage Retail Assets More Effectively
Enhance your knowledge of retail asset management. The Investment Management Techniques (IMT)® course equips you with the skills needed to begin servicing retail clients. From selecting individual securities to evaluating performance and explaining returns to clients, you'll build a solid foundation in investment management.
- A Major Step in Earning Your CIM® Designation
- Earn credibility with clients, peers and employers by earning your Chartered Investment Manager (CIM)® designation: CSC® + IMT + PMT = CIM® or CSC® + WME + AIS + PMT = CIM®
- A Stepping Stone to Becoming a Discretionary Portfolio Manager
- Complete the CIM® designation to satisfy proficiency requirements on the way to becoming a licensed discretionary portfolio manager (no futures)
Who Should Enrol
- Enrol in the IMT® if you're (any of the suggested following):
- Wanting to expand your knowledge of investment management
- Involved in managing client funds
- A CSC graduate
- An investment advisor or registered representative
- Looking to be on the path to becoming a licensed discretionary portfolio manager
Course leads to the following credential:
