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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.

Chartered Investment Manager (CIM®) Designation

CSI has developed options to help you earn credentials for the CIM designation.

Enrolment Options


Enrol by Program

To help you get closer to achieving your CIM* designation, we've packaged some courses together to offer you the Enrol by Program option. The Program is designed to give you flexibility and cost savings while working towards your CIM designation. All courses include a hard-copy textbook(s), where applicable.

Before selecting your option, please refer to your 'Route' to ensure you're enrolling in the correct option. Please note, you must also complete the Canadian Securities Course (CSC) as well as one of  the enrollment options below to earn your Chartered Investment Manager designation. 

Option 3 (For students who have already completed the Wealth Management Essentials (WME) course.)

The Enrol by Program option is a convenient and cost-effective way to work towards your CIM designation. When you purchase your Program, your student account will be credited with a voucher for each course in the Program. When you're ready to enrol in a course, all you have to do is log into your student account and redeem your voucher online!

*Prior to submitting your application, please be sure that you understand the eligibility requirements.

* In addition to completing the required courses, you must also have 2 years of relevant work experience to earn the CIM designation. Some required courses and/or examinations for the CIM designation may not be included in the Enrol by Program option. Please review the CIM designation requirements here.
** Subject to change.
*** Please note that if you have enrolled in or completed a course that is included in the Enrol by Program option, you are unable to purchase the Program.