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Portfolio Management Techniques (PMT)®


Advanced Techniques For Institutional Investors

Gain the skills necessary to prepare you for both IIROC and CSA registration as a portfolio manager. The Portfolio Management Techniques (PMT)® course delivers a deeper understanding of advanced portfolio management techniques suitable for high-net-worth clients and institutional investors. It also delivers the knowledge of regulatory, compliance, sales and operational requirements needed for creating and maintaining a portfolio management firm.

A Stepping Stone to Becoming a Discretionary Portfolio Manager
Complete CSC + IMT + PMT or CSC + WME + AIS + PMT to satisfy proficiency requirements on the way to becoming a licensed discretionary portfolio manager
A Major Step Towards 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 Critical Step in Attracting High Net Worth Clients
Learn the advanced portfolio and discretionary money management techniques necessary for managing high net worth clients and institutional portfolios.

Who Should Enrol

Enrol in the PMT® if you're:

  • An industry professional looking to gain more knowledge
  • At least 2 years into your career
  • Involved in managing client funds
  • Looking to build on the knowledge you gained in the CSC and the IMT
  • An investment advisor or registered representative

Course leads to the following credential: