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 Details
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.