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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.

Portfolio Management Techniques (PMT)®


Portfolio Management Techniques (PMT)®
Online, interactive course with PDF textbook $1050.00
Online, interactive course with hard-copy of textbook $1090.00
Re-enrolment to meet IIROC re-write requirements   Learn more
Study Tools
PMT Check
A series of online practice questions intended to help you assess your readiness to take the exam.

Replacement Textbook
Textbook only* $50.00

*Only students currently enrolled in the course and course graduates may purchase a replacement hard-copy textbook.


  • Printed course materials will ship within 5-10 business days of purchase
  • Electronic course materials will be available immediately upon purchase
  • Shipping costs vary by location & will be displayed on the final screen of check out
  • Shipping and handling fees will apply to all orders that include printed course materials.


IIROC member firms, financial institutions and other corporate entities who have agreements with CSI may be eligible for discounts on some courses. Selecting the name of your employer at the time of enrolment will ensure that applicable discounts appear at checkout.