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Chartered Investment Manager (CIM®) Designation

A CIM OFFERS MORE

  • The ability to conduct discretionary portfolio management services on behalf of their clients.
  • Specialization in high-level investment strategies tailored to affluent clients.
  • Meaningful relationships with clients, built upon trust, respect and truly effective portfolio management.
  • Credibility in the eyes of clients, peers, employers and regulators through the dedication to a higher professional standard.

WHAT YOU WILL LEARN

Advanced money management strategies that best serve affluent and institutional clients. How to tailor both traditional and/or sophisticated investment strategies to the unique needs of each client. Effective portfolio management within Canadian markets and regulatory requirements.
Advanced standing into Dalhousie's MBA in Financial Services
CIM® designation holders in good standing are eligible to receive credit for up to 4 MBA courses. Learn more about Dalhousie's MBA in Financial Services.

TWO UNIQUE LEARNING PATHWAYS TO ENSURE YOU FIND THE RIGHT ONE FOR YOU

CIM CAIA CSC WME WME-IMS CAIA PMT

CIM PMTPMT CAIA CSC CAIA PMT

 

IMPORTANT: In addition to the Investment Management Techniques course, individuals seeking the Certificate in Advanced Investment Advice must complete one of the following: Professional Financial Planning Course or Personal Financial PlannerŪ or Certified Financial PlannerŪ designations. Please note the PFPC® , PFP® and CFP® are NOT required for the CIM® designation, only for the Certificate in Advanced Investment Advice. For more information on work experience requirements, click here.
* The Certificate in Advanced Investment Advice is not required to attain the CIM® designation.

To be eligible for the CIM® designation you must have at least 2 years of experience within the past 5 years involved in an investment management capacity that includes applying or supervising any aspect of the investment management process.

NOTICE: 5-YEAR RULE

Individuals must apply for the designation within 5 years of successfully completing the PMT Examination. Individuals who do not qualify for the designation within this 5 year period will be required to re-take the PMT course and examination prior to being granted the designation.