Investment Management Techniques (IMT®)

Issued by Canadian Securities Institute

This digital credential indicates that the individual has completed the Investment Management Techniques (IMT®) course. Completing this course provides them with a solid foundation in investment management. They will have a deep understanding of applied skills such as investment policy statement development, asset allocation selection, portfolio performance assessments and investment selection.

Additional Details

Skills

Alternative Investments
Asset Allocation
Debt Securities
Equity Securities

Earning Criteria

Completed 80-100 hours of study
Successfully passed two 3-hour proctored examinations
Course Syllabus
Course Overview and Requirements
Information in French

Standards

IIROC Proficiency Requirements

Investment Industry Regulatory Organization of Canada (IIROC) is the national self-regulatory organization which oversees all investment dealers and trading activity on debt and equity markets in Canada. Those who complete this course are able to meet IIROC's proficiency requirements.