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:
