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.
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Upcoming start dates
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
Reviews
Average rating 5
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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