This badge was issued to Shelby Forbes on 01 Oct 2020.
Portfolio Management Techniques (PMT®)
Issued by
Canadian Securities Institute
This digital credential indicates that the individual has completed the Portfolio Management Techniques (PMT®) course. Completing this course provides them with a deeper understanding of advanced portfolio management techniques suitable for high net worth clients and institutional investors. They will also be knowledgeable of regulatory compliance, sales and operational requirements needed for creating and maintaining a portfolio management firm.
Additional DetailsSkills
Earning Criteria
Standards
CIRO is the national self-regulatory organization that oversees all investment dealers, mutual fund dealers, and trading activity on Canada’s debt and equity marketplaces and is carrying on the regulatory functions of IIROC and the MFDA. This course meets CIRO's investment dealer proficiency requirements.