• 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.

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