Designation Pathway

Chartered Investment Manager (CIM®)

“Clients are looking for professionals who have the educational background needed to manage their portfolios.” – Neela White, CIM®, CIWM, FCSI® – Portfolio Manager, MacDougall, MacDougall & MacTier Inc

“One of the best investments I’ve made was investing in my education.” – Phoebe Kim, CIWM – Senior Private Banker, TD Wealth Private Client Group

“Everybody has their own unique needs, goals and outcomes that they are looking to achieve with their wealth. The great advisors are the ones who get to know those details intimately, and have the necessary skills to deliver.” – Richard Pope, CIM®, FCSI®, CAIA – Vice President, Connor, Clark & Lunn Private Capital

“Credentials demonstrate a commitment from the advisor to continuous learning and building their expertise. This commitment ultimately leads to even greater value and benefits to the client.” – Silvio Stroescu, CIM®, FICB, FCSI® – Head, BMO Wealth Digitech Transformation, President, BMO Investorline

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“Clients are looking for professionals who have the educational background needed to manage their portfolios.” – Neela White, CIM®, CIWM, FCSI® – Portfolio Manager, MacDougall, MacDougall & MacTier Inc

“One of the best investments I’ve made was investing in my education.” – Phoebe Kim, CIWM – Senior Private Banker, TD Wealth Private Client Group

“Everybody has their own unique needs, goals and outcomes that they are looking to achieve with their wealth. The great advisors are the ones who get to know those details intimately, and have the necessary skills to deliver.” – Richard Pope, CIM®, FCSI®, CAIA – Vice President, Connor, Clark & Lunn Private Capital

“Credentials demonstrate a commitment from the advisor to continuous learning and building their expertise. This commitment ultimately leads to even greater value and benefits to the client.” – Silvio Stroescu, CIM®, FICB, FCSI® – Head, BMO Wealth Digitech Transformation, President, BMO Investorline

What is Chartered Investment Manager (CIM®)?

The Chartered Investment Manager (CIM®) designation is the industry standard for discretionary investment and portfolio management services. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client’s investment portfolio. When you earn the CIM®, you become an investment advisor qualified to manage money on a discretionary basis for an increasing number of sophisticated clients.

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What is the path to the Chartered Investment Manager (CIM®) designation?

CSI offers two paths to achieve the CIM® designation.

Route 1

Route 2

5 Year Rule

Individuals must apply for the designation within five years of successfully completing the Portfolio Management Techniques (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 before being granted the designation.

Course Exemptions

Individuals who have completed recognized investment management courses from educational providers other than CSI can apply for course exemptions. Use the Exemption Request Form to apply for a course exemption.

Course providers that would like to have their programs assessed for approval as an educational route to the CIM® should contact CSI.