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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.

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.