WHAT DOES A CIM OFFER?
- 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. |
What are the Learning Paths to the CIM®
Route 1
Route 2
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.