Chartered Investment Manager (CIM®) Program Prep

20 Years of
Exam Success

Since 1999, thousands of Chartered Investment Manager designation candidates Canada wide have chosen us to help them pass the AIS, IMT and PMT course exams with ease.

And endless kudos from students.

We're for
what matters most

Exam Success puts your prep effort exactly where you need it, so you can get over the exam passing score — quick, no sweat.

Not your typical exam prep.

recommend us

Exam Success is the simplest path to a pass for CIM designation exam candidates everywhere.

1000s of smiling students.
98 Recommendation Rating

Best prep for the right candidate

Exam Success is incredibly impactful for working financial industry investment managers and executives looking to earn the CIM credential in the most efficient and simplified way possible.

We're not for everyone.

Pass with the Prof.

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

No-nonsense prep students love.
CIM Program Instructor Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI, teaching at Ryerson University

Why Exam Success?

Top reasons to prep with Exam Success for your CIM Program exams.

Exam Success knows what it takes to pursue professional goals and get results without wasting time and putting your life other priorities on hold. Let us share Prof. Gordon's proven playbook for AIS, IMT and PMT exam success with you.

Best Instruction

Prof. Gordon's Advanced Investment Strategies Course, Investment Management Techniques Course and Portfolio Management Techniques Course exam study solutions are straight-to-the-point, clear, succinct and teach and test the-need-to-know competencies and skills presented in the most recent course texts published by the Canadian Securities Institute (CSI).

When you have the profession' top instructor who removes the fluff, keeps you on point, actively involved and makes even the dull, tough topics easy to grasp and apply, your path to a pass can be enjoyable — not something you have to suffer through. Read Prof. Gordon's full biography here.

No-nonsense. No guesswork. No wasted time.

Comprehensive Solutions

Your key to exam success on your CIM Program exams is practice, and with Exam Success you can be certain you are getting the highest-quality test bank content there is. This is because all our content is created by Exam Success Founder Prof. Gordon, CFA, CFP, CIM, CSC, FCSI with over 20 years of expertise as an exam prep content developer and instructor in the finance industry. Our proven test banks uniquely provide detailed answer explanations and demonstrations with invaluable tips and strategies for every test bank question; stimulating a deeper understanding of the principles, concepts and skills stressed on the exams.

Did you know... Exam Success is the only provider that has comprehensive online study solutions for AIS, IMT and PMT exams, making us the preferred Canadian CIM Program prep provider in terms of content as well as convenience.

Know what to expect when test day arrives.

Success Guarantee

We've got you covered with our unlimited logins and free repeats, giving you plenty of chances to succeed with us.

Not only do we offer Chartered Investment Manager Designation (CIM) Program prep products that are super straightforward and succinct, we also stand behind them with our unlimited logins and Free repeats, giving students plenty of chances to succeed with us. With Exam Success you can gain repeat access to all the online resources you purchased for up to two years or until you pass, whichever comes first. And of course all the materials you purchase that are in PDF format are yours to print and keep!

There's no substitute for peace of mind.

Proudly Canadian

Founded in Toronto in 1999 by Canada's own Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI, Exam Success is 100% Canadian owned, operated and designed. Being Canadian, means a lot to us as a company. We are honoured to represent Canadian values including diversity, inclusion, progressiveness, fairness, community and education and we’re proud to be a Certified Educational Institution by the Government of Canada (ESDC).

Proudly Canadian. Respected internationally. Built on word of mouth.

Ultimate Flexibility

Learn and practice anytime and any place with our award-nominated Advanced Investment Strategies (AIS), Investment Management Techniques (IMT) and Portfolio Management Techniques (PMT) Course exam prep all delivered through our modern online learning interface. From Prof. Gordon's famous study notes, practice question test banks and all-in-one study packages to our unparalled expertise and enthusisam to engage and support, Exam Success has versatile CIM Program exam prep learning solutions to help you pass with ease, no matter what time you have or want to prepare or your budget. It's all about YOU for a change!

Exam Success on your own terms.

Quality Assurance

Exam Success is accredited as a Certified Educational Institution by the Government of Canada (ESDC) and we follow the most recent course texts published by the Canadian Securities Institute (CSI) — and CFA Institute's rigorous best practices in CFA Program prep ensuring our offerings meet the highest standards.

Our partnerships with leading organizations have included the likes of FP-Canada, IG Wealth Management, Ryerson University, Morneau Shepell and HSBC, to name just a few. Since, 1999 our 5-star rated and award-nominated prep has helped thousands of aspiring Chartered Financial Managers succeed. With Exam Success, you can feel confident you're getting the best.

You're in excellent hands.

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

Voted Best CIM Program Prep*

Different by Design

The only prep that's tailored to what really counts on the exam.

Exam Success


To the Point
Plain Language
Value Added
Exam-Level Quality

Yup, Just Right!

Long Winded
Overly Technical
Full of Fluff
Too Basic or Complex

Off Target

Ready for your simplest path to a pass?

Select your exam and get started.

See how Exam Success can get you on your way to earning the Chartered Investment Manager designation, and all while enjoying the exam prep process too!

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A Trusted Partner

Exam Success collaborates with Universities, Firms and Associations to ensure exam success for the next generation of CIM designation holders.

Our students work at top firms:

* 5/5-Star Rating Average (1000+ Exam Success Student Surveys 2014 - 2019).

"Your questions, chapter notes really did make all the difference. I completed IMT and PMT in approx 6 weeks. Forever grateful! "

Marisa Cobuzzi

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"Your focused study notes and online exercises gave me a solid understanding of all topics and was essential to my success."

B. Jozefiak

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"I used the Complete Study Package, which saved me a lot of time preparing for the exam...thanks!"

Nicole Z.

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"I enjoyed using your CIM materials. Your Q banks were great at helping me fill in the gaps without having to spend too much time with the text!"

R. Debski

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"Thanks, your notes for the AIS were excellent. The questions you provided were much harder than the ones on the actual exam."

James B, CIM

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"Thanks, I passed IMT Exam 1 on my first attempt (72%)!"

Brett Graham, CIM

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"I used the AIS test helped a lot!...on to the PMT!"

Brad T.

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"I passed the PMT! Your questions were a great resource that helped a lot...thanks!"

Carla Chase

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"Your efficient, practical and strategic prep approach gave me the skills and direction I needed to reach the finish line."

Frederic Bouvier

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"...Thank you for all your help. The notes, questions and your coaching were a big part of my success..."

Jason K.

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"I can honestly say your study notes and practice questions were the reason I passed! Thank you."

Gina S.

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"You are a find for those taking these exams, thanks for everything you do."

Beverly McCaffrey

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