Chartered Investment Manager Designation (Course Bundle)

Canadian Securities Institute
Training overview
Program dependent
Next start date: Available to start now - Online

Course description

Canadian Securities Institute

Chartered Investment Manager 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 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 supplier

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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