This is an exciting time to become a discretionary money manager in light of growing demand for wealth and investment management services. CSI has created two unique education streams that will qualify you for licensing in discretionary portfolio management in Canada.
Achieving the Canadian Investment Manager (CIM) designation earns you credibility in the eyes of clients, peers and employers. It prepares you with the skills and proficiency to become registered as a discretionary portfolio manager. |
These courses are intended as guidelines. Speak to your guidance counsellor to see what courses are offered at your school.
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.
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* We make every attempt to provide accurate information on prerequisites, programs, and tuition. However, this information is subject to change without notice and we highly recommend that you contact the school to confirm important information before applying.
