Canadian Investment Manager Designation

Transcription

1 Canadian Investment Manager Designation DESIGNATED LEADER SERIES Where leaders learn financial services.

2 The Canadian Investment Manager Designation An Impressive Return on Investment Expertise The wealth and investment management industries are growing bigger and more complex. Clients are looking for qualified, discretionary money managers who they can trust. The Canadian Investment Manager (CIM ) designation is your key to becoming that resource. You ll build the skills required to serve more sophisticated financial clients, and the credentials you need to be licensed as a discretionary portfolio manager in Canada*. You ll learn how to implement advanced investment strategies, and evaluate portfolio performance. You ll become an investment expert, capable of advanced service and advice. Lead With Distinction, Profit Through Skill ACSI designation offers more than an education. It is a business tool, a way to enhance your profile by developing the knowledge that employers want and clients need. It is your competitive edge when you gain accreditation, you build the skills and trust needed to distinguish yourself as a leader in financial services. 2

3 Achieving Your Designation The CIM is a three-course designation. To receive your accreditation you need to complete our Canadian Securities Course (CSC), Investment Management Techniques (IMT ) course and Portfolio Management Techniques (PMT ) course. DEVELOP YOUR SKILLS CIM COURSE REQUIREMENTS THE CANADIAN SECURITIES COURSE (CSC) Introduction what you ll learn: As the most demanded course in the financial services industry today, the CSC offers an unrivalled introduction to investment products and the financial markets. It s also a prerequisite to deal in stocks, bonds and other securities, and for most CSI designations. How you canstudy: You can complete this course online or by using paper-based textbooks. Added benefits: Completing the CSC also qualifies as: Advocis, ICS, ICM, ICBC, FSCO, FPSC : CSF: IQPF: 30 hrs CE Credits Exam 1: 60 PDUs Exam 2: 60 PDUs Exam 1: 30 PDUs Exam 2: 30 PDUs More information: There are no prerequisites for this course. For more information about the CSC simply visit and click: Courses Introductory Courses Canadian Securities Course Advocis Financial Advisors Association of Canada CSF La chambre de la sécurité financière ICM Insurance Council of Manitoba ICS Insurance Council of Saskatchewan IQPF Institut québécois de planification financière CE Continuing Education PDUs Professional Development Unit (one hour of learning) FSCO Financial Services Commission of Ontario FPSC Financial Planners Standards Council ICBC Investment Council of British Columbia ON YOUR CAREER PATH The CIM is an asset for professionals involved in any type of investment or wealth management. It establishes you as an expert and is an excellent means of distinguishing yourself if you are a: SENIOR INVESTMENT ADVISOR INVESTMENT COUNSELOR PORTFOLIO MANAGER ASSOCIATE PORTFOLIO MANAGER RESEARCH ANALYST PRODUCT SPECIALIST OR MANAGER INVESTMENT STRATEGIST SENIOR EQUITY TRADER MUTUAL FUND WHOLESALER PROFESSIONAL WHO REQUIRES AN IN-DEPTH UNDERSTANDING OF PORTFOLIO MANAGEMENT 3

4 Develop Your Skills Canadian Investment Manager Course Requirements (continued from page 3) INVESTMENT MANAGEMENT TECHNIQUES (IMT) COURSE Introduction what you ll learn: How you canstudy: Added benefits: Completing the IMT also qualifies as: More information: We ve updated and expanded the IMT course.the new curriculum is designed to provide the most relevant material available to help you build a solid foundation in investment and portfolio management. You ll gain a deeper understanding of analysis techniques and how to use them to evaluate pricing trends in securities. And you ll benefit from a renewed focus on the applied skills you use every day.these include investment strategies, asset allocation, risk assessment and the use of managed products including exchanged-traded funds (ETFs) and hedge funds. You can complete this course online or by using paper-based textbooks. IIROC Professional Development**: 30 hrs CE Credits Advocis, ICS, ICM, ICBC, FSCO, FPSC : 30 hrs CE Credits CSF: Exam 1: 60 PDUs Exam 2: 60 PDUs IQPF: Exam 1: 30 PDUs Exam 2: 30 PDUs While it isn t a prerequisite, we suggest that you complete the CSC before enrolling. For more information about the IMT simply visit and click: Courses Investment Management Investment Management Techniques Advocis Financial Advisors Association of Canada AIC Alberta Insurance Council CSF La chambre de la sécurité financière ICM Insurance Council of Manitoba ICS Insurance Council of Saskatchewan IQPF Institut québécois de planification financière CE Continuing Education FPSC Financial Planners Standards Council ICBC Investment Council of British Columbia PDUs Professional Development Unit (1hour of learning) FSCO Financial Services Commission of Ontario IIROC Investment Industry Regulatory Organization of Canada (formerly the Investment Dealers Association (IDA) and Market Regulation Services Inc. (RS) which are now one organization) 4

5 PORTFOLIO MANAGEMENT TECHNIQUES (PMT) COURSE Introduction what you ll learn: How you can study: Added benefits: Completing the PMT also qualifies as: More information: The PMT is the only complete portfolio management course with a distinctly Canadian focus. Throughout this course you will gain a deeper understanding of advanced money management techniques and how to appraise portfolio performance.these enhanced skills will let you provide discretionary money management services to high-net-worth clients and help you manage institutional portfolios. This is a textbook-based course. IIROC Professional Development: 30 hrs CE Credits Advocis, ICS, ICM, ICBC, FSCO, FPSC : 30 hrs CE Credits CSF: 60 PDUs IQPF: 30 PDUs AIC: 22.5 hrs CE Credits For more information about the PMT simply visit and click: Courses Investment Management Portfolio Management Techniques WHY LEADERS CHOOSE CSI Since 1970, CSI has helped financial services professionals gain distinction through education. Our courses and designations are internationally recognized and endorsed, our technology-based learning channels are among the most advanced in the world and we are focused on providing the most convenient, efficient and effective learning experience available. Most important, our graduates are recognized as trusted experts who have developed their skills and established themselves as leaders in financial services. 5

6 Learning Made Easy Flexibility and Convenience CSI serves professionals at all stages of their careers we ve built our learning channels to meet all needs and preferences. Many courses that are available online also allow you to order textbooks when you enrol if you prefer a paper-based education. You learn at your own pace and book your exams when you re ready (within your enrolment period). CSI makes learning easy we re focused on convenience and efficiency, because we know serving your clients comes first. HELP ALONG THE WAY We offer a wealth of academic assistance and resources to help you complete your studies.these range from discussion boards where you can post questions, to practice exams that help you prepare for tests. If you can t find what you re looking for, we ll give you direct access to administrators and educators for help finding the information you need. You can learn about all the ways that we help you complete your studies and develop your skills by visiting our website at 6

7 Beyond the Canadian Investment Manager Other CSI Designations CSI also offers other designations to help professionals develop their skills and gain distinction. We ve listed these below and we ve also provided information about the most respected accreditation in financial services the Fellow of CSI (FCSI ). For more information on it or any of our other designations, simply visit and click Designations. The Derivatives Market Specialist (DMS) Designation distinguish yourself as an expert who can help clients use the derivatives market to both manage and take on financial and commodity market risk. The Fellow of CSI (FCSI ) Designation The FCSI is the most respected designation available in the financial services industry. Professionals who have reached this level of experience, knowledge and academic achievement reflect the highest ethical standard and the greatest abilities available. FCSIs are the most trusted leaders in financial services today. Chartered Professional (Ch.P) Strategic Wealth Set yourself apart as a trusted financial consultant and exceptional source of wealth management expertise. SEMINARS AND CONTINUING EDUCATION CSI Seminars are offered to give you an edge in your career and education. Learn all about seminar format, topics of discussion, location, pricing and eligibility online by visiting and clicking Seminars. 7

8 Enrolling with us is fast and easy. In fact, we offer multiple options for maximum convenience and it all starts at You can: Fill out our ONLINE forms. Download, print, complete and MAIL an enrolment form to us, along with any payment information (if applicable). Download, print, complete and FAX an enrolment form to us, along with any payment information. CSI 200 Wellington Street West, 15th floor Toronto, Ontario M5V 3C7 Phone: (toll-free) Fax: (toll-free) *The CIM does not satisfy OSC requirements. Although these organizations may not formally approve specific courses, CSI believes these courses meet the CE guidelines.we advise students or their firms to determine whether completion of the seminar, program or course qualifies for CE credits. ** Registered Representatives who take the PFPC or IMT to satisfy the 30-month post licensing requirements of IIROC Rule 18.4 may not use the same course to fulfill the PD requirement of CE. CSI Global Education Inc. CIM_MBR_0907_EN