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At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

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® 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


What credentials can you earn?