Chartered Investment Manager (CIM®) Certification

Considering the CIM credential?

When you earn the CIM® designation, the recognized Canadian credential for investment managers, you become qualified to manage money on a discretionary basis.

Position yourself as a leader in investment management.

Why Become a CIM Designation Holder?

The Chartered Investment Manager (CIM) designation, previously called the Canadian Investment Manager, is a professional certification granted by Canadian Securities Institute 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.

How Do I Earn the CIM Designation?


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The CIM requires applicants to complete 1 of 2 approved learning paths, offered exclusively through the Canadian Securities Institute. Passing the exams puts you on the path to earning the CIM designation.


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CIM applicants must have at least 2 years of relevant work experience within the past 5 years involved in an investment management capacity that includes applying or supervising any aspect of the investment management process.

Roles that relate to, support or add value to the investment management process such as Investment Analyst, Corporate Finance Officer, Equity, Fixed Income or Derivatives Trader, Administration Officer (Back Office Support), Compliance Officer, Supervisor... are eligible to meet the CIM work experience requirements.

Work experience must be verified upon application for the CIM.


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Apply with CSI to become a CIM. When applying you must commit to the CIM Code of Ethics and agree to the terms of the CIM Certification Mark Licence Agreement, which grants you the right to use the CIM trademarks in your own marketing. The initial application fee is $325 and includes your licence fee for the year, your commitment to the maintenance requirements and your Fit and Proper Declaration.

Once your application is approved by Canadian Securities Insitute, you will have earned the CIM designation.

What are the 2 CIM education stream options?

Path 1

Canadian Securities Course (CSC) > Wealth Management Essentials (WME) > WME-Investment Management Supplement > Portfolio Management Techniques (PMT)

Learning Path 1 to Earning the CIM Designation


Path 2

Canadian Securities Course (CSC) > Investment Management Techniques (IMT) > Portfolio Management Techniques (PMT)

Learning Path 1 to Earning the CIM Designation

NOTE: The exams for the required courses must be taken in succession. While the course exams are designed for self-study, many candidates elect to prepare with Exam Success to faciliate the prep process.

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Preparing for a AIS, IMT or PMT exam?

Choose Exam Success. With more than 20 years of proven success, we take pride in our place as a top CIM Program prep provider, helping 1000s of candidates pass their exams — quick, no sweat.

Your simplest path to a pass.

Pass with the Prof.

Exam Success students prepare to earn the CIM designation 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 need and love.
CFA Instructor Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI, teaching at Ryerson University

Your Next Step

Select your exam on your learning path to the CIM designation.

Our online CIM Program study solutions by Prof. Gordon do the hard work for you. They cut the fat, uncomplicate the content and show you where to invest your time, efficenty guiding you to exam success.

CSC Exam Prep

AIS Exam Prep

IMT Exam Prep

PMT Exam Prep

Voted Best CIM Course Prep*

Top Choice Award Nominee for Chartered Investment Manager Course Prep Provider with Most Customer Satisfaction Votes

What Sets Exam Success Ahead

Not all CIM Program prep is created equal.







Exam Success students work at top firms:

*5/5-Star Rating Average (1000+ Exam Success Student Surveys 2014 - 2019). 2019 Top Choice Award Nominee in multiple categories.

Chartered Investment Manager

Provide discretionary investment management services for your clients.

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"I passed the IMT, your materials were a big reason why I got it done!"

B. Gregg

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"A few hours with the Prof. combined with the test banks and I passed both IMT and PMT!"

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