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CIM

Certification

Considering the becoming a Chartered Investment Manager (CIM)? When you earn the CIM designation, the premier Canadian credential for investment managers, you become qualified to manage money on a discretionary basis. 

Position yourself as a leader in investment management

Earn the top designation in the Canadian finance industry

WHY EARN THE CIM Designation?

The Chartered Investment Manager (CIM) designation, previously called the Canadian Investment Manager, is a professional certification granted by the Canadian Securities Institute (CSI) and is the industry standard for discretionary investment and portfolio management services. This license is recognized by Canadian securities regulators and it ensures that those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio.

Whether you are an aspiring or practicing investment professional, the CIM designation can open doors for career growth, better job security and greater income which in turn can lead to an improved quality of life.

Some of the roles for CIM designation holders are: Research Analyst Financial Advisor, Investment Banker, Portfolio Manager, Specialized Investment Advisor.

To earn the CIM credential, applicants are required to complete 1 of 2 approved learning paths, offered exclusively through the Canadian Securities Institute.

Paths to earn the cim designation

Path 1

This path requires completion of the IMT and PMT courses:
Step 1
Pass The Imt Exams
The IMT Course consists of one textbook and two exams. Exam 1 consists of 110 stand-alone multiple choice questions and Exam 2 consists of 50 case based multiple choice questions. Each exam is 3 hours and consists of 100 stand-alone multiple choice questions. Candidates require score of 60% or higher on each exam to pass.
Step 2
Pass The pmt Exam
The PMT Course consists of one textbook and one 3 hour exam. The exam consists of 120 stand-alone multiple choice questions.  Candidates require score of 60% or higher on he exam to pass.
Step 3
ACheive Qualified Work Experience
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.
Step 4
Apply for CIM Certification
 You can apply once you have completed the qualifying work experience,. You may be required to provide supporting documentation (resume, employer/ client letters). 

Path 2

This path requires completion of the AIS and PMT courses:
Step 1
Pass The ais Exam
The AIS Course consists of one textbook and one 2 hour exam. The exam consists of 75 stand-alone multiple choice questions.  Candidates require score of 60% or higher on he exam to pass..
Step 2
Pass The pmt Exam
The PMT Course consists of one textbook and one 3 hour exam. The exam consists of 120 stand-alone multiple choice questions.  Candidates require score of 60% or higher on he exam to pass.
Step 3
ACheive Qualified Work Experience
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.
Step 4
Apply for CIM Certification
 You can apply once you have completed the qualifying work experience,. You may be required to provide supporting documentation (resume, employer/ client letters). 

Pass with the Prof.

Exam Success students prepare to pass the CIM designation exams by learning from one of the most talented teachers in the profession; company Founder Prof. Brian Gordon, CFA, CFP, CIM, MBA, FSCI.

No-nonsense prep students love.

Voted Best CIM Prep

Why Choose Exam Success

While the AIS, IMT and PMT exams are designed for self-study, many candidates elect to prepare with Exam Success to get results without wasting time and putting life on hold.  See some of the reasons we're voted the best exam prep and how we can help you.

Best instruction

Prep dynamo Prof. Brian Gordon cuts the fat, clears the fog and shows you the sweet spot for studying. Learn More

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success guarantee

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We're proudly Canadian and our values and pricing (all in Canadian dollars), reflect that.
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ultimate flexibility

Commute-free potent on virtually any study timeline, our AIS, IMP and PMT exam prep fits seamlessly into your life. Learn More

quality assurance

We follow the Canadian Securities Institute 's best practices, ensuring our prep meets the highest standards. Learn More

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Frequently Asked Questions

What is the benefit of a CIM designation?

The main benefit of earning the CIM designation is that it satisfies the requirements to become licensed for discretionary portfolio management.  

Another benefit, as pointed out by Canadian Securities Institute (CSI), is that the CIM designation increases your credibility and trust with your clients.

What are the different paths to earning the CIM designation?

The learning routes you can take to earn the CIM designation are:


Path 1: CSC > WME > AIS > PMT > CIM


Pathe 2: CSC > IMT > PMT > CIM


Path 1 provides the opportunity for candidates to earn a Certificate in Advanced Investment Advice.

What is the 5 year rule?

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.

Does the CIM designation lead to FCSI?

Qualified graduates may be eligible to apply for the Canadian Securities Institute's highest honour -- the prestigious Fellow of CSI (FCSI) designation.

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