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Investment Management Techniques (IMT)®


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®
A Stepping Stone to Becoming a Discretionary Portfolio Manager
Complete IMT + PMT or CSC + WME + WME Investment Management Supplement + PMT 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:

  • Beginning your career in financial services
  • Involved in managing client funds
  • Have a minimum 2 years industry experience
  • A CSC graduate
  • An investment advisor or registered representative

Course leads to the following credential:


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