- Exam Breakdown
- Domain Breakdown
- Access Breakdown
Exam Format
- Exam Name: Investment Management Techniques (IMT®)
- Certification Level: Professional / Advanced Certificate
- Exam Duration:
• Exam 1: 3 hours
• Exam 2: 3 hours
- Passing Score: 60% per exam (standard CSI benchmark)
Exam Details
- Question Types: Multiple choice (Exam 1) and case-based multiple choice (Exam 2)
- Number of Questions:
• Exam 1: ~110 questions
• Exam 2: ~50 case-based questions
Exam Policies
- Delivery Mode: Proctored — Remote or In-Person at authorized PSI/Prometric test centres (through CSI)
- Retake Policy: Up to 3 attempts per exam (standard CSI exam policy)
- Waiting Period: Per CSI retake policies — typically structured exam windows; confirm via MyCSI.
Certification Validity and Renewal
- Validity: Permanent credential once passed; may require CE credits for maintenance depending on professional designation path.
- Renewal Options: CE credits or combination with CSI designation pathways (e.g., CIM®).
Exam Fee
- Base Fee: Set by CSI and subject to change — candidates must check MyCSI for current pricing. (Fees typically separate per Exam 1 and Exam 2)
- Taxes: Applicable taxes based on candidate’s region.
Prerequisites
There are no formal prerequisites to register for IMT®, but it is strongly recommended that candidates have:
- Completion of foundational courses such as the Canadian Securities Course (CSC®) or equivalent knowledge.
- Relevant experience in finance, investment analysis, or portfolio management.
Exam Topics
The IMT® curriculum focuses on advanced financial analysis and investment management:
- Investment Policy and Understanding Risk Profile
- Asset Allocation and Investment Management
- Equity Securities Analysis
- Debt Securities and Fixed Income Analysis
- Managed Products and Alternatives
- International Investing & Risk Considerations
- Portfolio Monitoring & Performance Evaluation
Intended Audience
The IMT® exam is ideal for finance professionals looking to advance in roles such as:
- Investment Analyst
- Portfolio Manager or Assistant Portfolio Manager
- Wealth & Asset Management Specialist
- Financial Advisor with investment focus
- Institutional Investment Professional
Career Impact
Jobs You Can Get:
- Advanced analyst roles, associate portfolio manager, investment specialist, asset management consultant.
Why It’s Valuable:
- Recognized credential in the Canadian investment services industry; builds rigorous, practical skills in investment decision-making, portfolio theory, and risk analysis.
Exam Mode
The IMT® exam is proctored and can be taken:
- In-Person at authorized test centres
- Remote Proctored through CSI’s exam delivery partner
Exam Booking Link
- Book IMT® exams via the MyCSI student portal after course enrolment.
Once you pass the exams:
- Certificate: Issued by CSI via your student account
- Processing Time: Typically available within days of passing results.
Offers
Prepare with actual exam questions
To strengthen your knowledge and approach exam day with confidence. We provide practice questions to help you understand the exam format and question patterns.
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