Chartered Investment Manager Designation (Course Bundle)

Canadian Securities Institute
Training overview
Professional Course
Program dependent
Start dates
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Chartered Investment Manager Designation (Course Bundle)

Course description

Chartered Investment Manager (CIM) Designation (Course Bundle)

This 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.

Who should attend?

  • Registered Representatives/Investment Advisors
  • Those who aspire to work 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

Applicants 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, plus necessary coursework.

Training content

  • 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

About Canadian Securities Institute

Canadian Securities Institute

Canadian Securities Institute

The Canadian Securities Institute (CSI) has been setting the standard for excellence in life-long education for financial professionals for more than 45 years. CSI is part of Moody’s Analytics Training and Certification Services, which offers education programs and credentials throughout...

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Contact info

Canadian Securities Institute

625 René-Lévesque Blvd West, Suite 400
H3B 1R2 Montreal Québec

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Average rating 5

Based on 2 reviews

Richard Pope, CIM, FCSI, CAIA Vice President, Connor, Clark & Lunn Private Capital
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.
Silvio Stroescu, CIM, FICB, FCSI President, Tangerine Investment Funds Ltd.
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.
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