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Chartered Investment Manager (CIM®) Designation

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®

 

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.