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Chartered Investment Manager (CIM) Designation

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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.`

Achieving and maintaining the CIM designation earns you credibility in the eyes of clients, peers, employers and regulators. It demonstrates your proficiency and adherence to professional standards that enables you to become registered with your provincial securities commission as a Portfolio Manager, Advising Representative or an Associate Advising Representative or to be able to conduct discretionary portfolio management services for clients with an IIROC member firm.

The CIM education program is designed to provide you with the flexibility to control your career direction and path, through Web-based self-study courses and interactive learning resources. You set the pace for curriculum study and exam assessments. Exams are offered in many locations and on a frequent basis.Buying for a Team? Click Here

Who Should Enrol

  • Registered Representatives/Investment Advisors
  • Those who aspire to work in portfolio management
  • Those looking to enhance their careers 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


Please note that on September 14, 2011 a licensing model was added to the CIM and the name has been changed to the Chartered Investment Manager (CIM) designation. Please note that the academic requirements for the designation remain the same. If you are a current holder of the Canadian Investment Manager (CIM) designation you have the opportunity to transfer to the Chartered Investment Manager (CIM) designation.

To learn more about your options as a current CIM designation holder or as a student currently en route to the CIM designation click here.

Benefits of completing the CIM:

  • 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.
  • Advanced standing into Dalhousie's MBA in Financial Services
    CIM designation holders in good standing are eligible to receive credit for up to 4 MBA courses. Learn more about Dalhousie's MBA in Financial Services
  • Discounted CE Packages – exclusively for designation holders
    Access to exclusive Professional Development CE packages to help you complete your CE requirements at a discounted rate. The offer is only available when you renew your designation.

Other Benefits


  • Successful completion of the courses required for the CIM designation allows Registered Representatives (RRs) from Investment Industry Regulatory Organization (IIROC) member firms to provide discretionary investment management for clients. (No Futures).
  • Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager, Advising Representative or an Associate Advising Representative with their provincial securities commission*
  • Qualified graduates may be eligible to apply for CSI's highest honour -- the prestigious Fellow of CSI (FCSI) designation.

* Work experience requirement are also applied.


  • The ability to conduct discretionary portfolio management services on behalf of their clients.
  • Specialization in high-level investment strategies tailored to affluent clients.
  • Meaningful relationships with clients, built upon trust, respect and truly effective portfolio management.
  • Credibility in the eyes of clients, peers, employers and regulators through the dedication to a higher professional standard.






IMPORTANT: In addition to the Investment Management Techniques course, individuals seeking the Certificate in Advanced Investment Advice must complete one of the following: Professional Financial Planning Course or Personal Financial Planner or Certified Financial Planner designations. Please note the PFPC , PFP  and CFP   are NOT required for the CIM  designation, only for the Certificate in Advanced Investment Advice. For more information on work experience requirements, click here.

* The Certificate in Advanced Investment Advice is not required to attain the CIM  designation.

To be eligible for the CIM designation you 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.


Individuals must apply for the designation within 5 years of successfully completing the PMT Examination. Individuals who do not qualify for the designation within this 5 year period will be required to re-take the PMT course and examination prior to being granted the designation.