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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

CIMThis is an exciting time to become a discretionary money manager in light of the growing demand for wealth and investment management services. CSI has created two unique education streams that lead to the Chartered Investment Manager (CIM®) designation helping you meet the regulatory requirements to be able to provide discretionary portfolio management in Canada.`

Achieving and maintaining the CIM® designation earns you credibility in the eyes of clients, peers, employers and regulators. It demonstrates your proficiency and adherence to professional standards that enables you to become registered with your provincial securities commission as a Portfolio Manager, Advising Representative or an Associate Advising Representative or to be able to conduct discretionary portfolio management services for clients with an IIROC member firm.

The CIM education program is designed to provide you with the flexibility to control your career direction and path, through Web-based self-study courses and interactive learning resources. You set the pace for curriculum study and exam assessments. Exams are offered in many locations and on a frequent basis.

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Who Should Enrol?

  • Registered Representatives/Investment Advisors
  • Those who aspire to work in portfolio management
  • Those looking to enhance their careers in portfolio management
  • Research Analysts
  • Product Specialists And Managers
  • Investment Strategists
  • Senior Equity and Fixed Income Traders
  • Mutual Funds Wholesalers
  • Other financial professionals who require an in-depth understanding of portfolio management

What are the Benefits of completing the CIM®?:

  • Build expertise to provide money management services to high-net-worth and institutional clients.
  • Understand the application of portfolio management in the context of Canadian markets and regulatory requirements.
  • Identify clients' objectives and constraints.
  • Develop appropriate investment policies and strategies, taking into consideration market and economic conditions.
  • Evaluate investment products that represent both traditional and alternative asset classes.
  • Implement policies and strategies through portfolio construction.
  • Measure and evaluate portfolio performance.

Other Benefits


  • Successful completion of the courses required for the CIM® designation allows Registered Representatives (RRs) from Investment Industry Regulatory Organization (IIROC) member firms to provide discretionary investment management for clients. (No Futures).
  • Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager, Advising Representative or an Associate Advising Representative with their provincial securities commission*
  • Qualified graduates may be eligible to apply for CSI's highest honour -- the prestigious Fellow of CSI (FCSI) designation.

* Work experience requirement are also applied.