Chartered Investment Manager (CIM®) Study Materials

Dear CIM Program candidates,
Our 20+ years of experience and no-nonsense approach to success has helped thousands of aspiring Chartered Investment Managers pass their AIS exam, IMT exams and PMT exam and earn the CIM certification – quick, no sweat.
Let us share our passion and energy for delivering painless exam prep that works for you!
Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI
Exam Success Founder

Voted Best CIM Program Prep*
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Why Choose Exam Success

Your simplest path to a pass.
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Complete Study Packages

Choose your learning path:

AIS and PMT Complete Study Package


By: Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI

Get all of our AIS and PMT study resources in one convenient money saving package.

AIS Study Notes

$99

AIS Test Bank

$99

AIS Tough Topic Workbooks

$97

PMT Study Notes

$99

PMT Test Bank

$99

PMT Tough Topic Workbooks

$166

Total Value

$659

Bonus Items:
  • Ask the Prof. Support Forum
  • Video explanations of select topics
  • Success Guarantee (learn more)
$399
 
  You Save 40%
 

IMT and PMT Complete Study Package


By: Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI

Get all of our IMT and PMT study resources in one convenient money saving package.

IMT Study Notes

$99

IMT Test Bank

$99

IMT Tough Topic Workbooks

$146

PMT Study Notes

$99

PMT Test Bank

$99

PMT Tough Topic Workbooks

$166

Total Value

$708

Bonus Items:
  • Ask the Prof. Support Forum
  • Video explanations of select topics
  • Success Guarantee (learn more)
$399
 
  You Save 43%
 

Individual Products

Look in this section for specific product details and/or if you just want to purchase single products to round out your studies.

AIS, IMT and PMT Study Notes

By: Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI

The Exam Success Study Notes for the AIS, IMT and PMT exams provide a plain language, easy to understand, non-technical summary of the exam critical points covered in the CSI course textbooks.

DELIVERY FORMAT:

On demand (Printable PDFs).

IDEAL CANDIDATE:

CIM Program candidates who want the most streamlined and simplified summary notes to prepare for their CIM exams.

Cut Your Reading by 50%!

CIM Tab 1

AIS Exam Study Notes Details:
  • Learn what you need to know in just about 200 pages!
  • Full topic coverage, exam tips and insights
  • Read online or print copies for your personal use
  • Access granted from date of purchase and expires on your exam day
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AIS Exam Study Notes
  $99
IMT Exams Study Notes Details:
  • Learn what you need to know in just about 260 pages!
  • Full topic coverage, exam tips and insights
  • Read online or print copies for your personal use
  • Access granted from date of purchase and expires on your exam day
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IMT Exams Study Notes
  $99
PMT Exam Study Notes Details:
  • Learn what you need to know in just about 200 pages!
  • Full topic coverage, exam tips and insights
  • Read online or print copies for your personal use
  • Access granted from date of purchase and expires on your exam day
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PMT Exam Study Notes
  $99

AIS, IMT and PMT Test Banks

By: Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI

The Exam Success CIM Test Banks will help you gauge your test-taking abilities, identify your strengths and weaknesses and tie together core concepts that you need to know to get ready for the real exam. It is a progress diagnostic tool of exam-like multiple choice questions of varying difficulty. It includes comprehensive answer explanations.

DELIVERY FORMAT:

On demand (Online only, not printable).

IDEAL CANDIDATE:

CIM Program candidates who are looking for more practice questions to rapidly reinforce and boost their knowledge, skills and confidence leading up to their CIM exams.

Lock in Your Exam Knowledge!

CIM Tab 2

AIS Exam Test Bank Details:
  • 400+ multiple-choice Q&A organized by AIS Chapter
  • Financial Math review quiz (20 questions)
  • Unlimited attempts at each quiz (results tracked)
  • Free repeats – up to 2 years or when you pass (whichever comes first)
AIS Exam Test Bank
  $99
IMT Exam Test Bank Details:
  • 450+ multiple-choice Q&A organized by IMT Chapter
  • Financial Math review quiz (20 questions)
  • Exam 2: 5 “mini” case studies (each with 7 or 8 questions)
  • Unlimited attempts at each quiz (results tracked)
  • Free repeats – up to 2 years or when you pass (whichever comes first)
IMT Exam Test Bank
  $99
PMT Test Bank Details:
  • 300+ multiple-choice Q&A organized by PMT Chapter
  • Financial Math review quiz (20 questions)
  • Unlimited attempts at each quiz (results tracked)
  • Free repeats – up to 2 years or when you pass (whichever comes first)
PMT Exam Test Bank
  $99

Tough Topic Workbooks

By: Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI

The Exam Success Tough Topic Workbooks for the AIS, IMT and PMT exams provide explanations and demonstration learning exercises designed to deepen your understanding of exam topics that many candidates find difficult to fully grasp.

DELIVERY FORMAT:

On demand (Printable PDFs).

IDEAL CANDIDATE:

CIM Program candidates who want in-depth explanations, learning exercises and demonstration problems to prepare for their CIM exams.

Get the Extra Marks You Need to Pass!

CIM Tab 3

AIS Exam Workbooks Details:

Having trouble understanding the Technical Analysis material? Can’t get your mind around the Resource Company Analysis material? Need a refresher on your Financial Math skills?

These printable PDF workbooks will help deepen your knowledge and strengthen your skill set.

Topics Covered:
  • Technical Analysis (from Chapter 6)
  • Resource Company Analysis (from Chapter 5)
  • Basic math operations
  • Time value of money calculations
  • Bond math
  • Accrued interest calculations
  • Dividend discount model calculations
  • Mutual fund calculations
  • Portfolio management theory calculations
  • Financial statement ratios
  • NPV and IRR calculations
  • Time weighted rate of return calculations
  • Standard deviation
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AIS Exam Workbooks  $97
IMT Exams Workbooks Details:

Having trouble understanding the Technical Analysis material? Can’t get your mind around the Resource Company Analysis material? Stuck on the Debt material? Need a refresher on your Financial Math skills?

These printable PDF workbooks will help deepen your knowledge and strengthen your skill set.

Topics Covered:
  • Technical Analysis (from Chapter 7)
  • Resource Company Analysis (from Chapter 6)
  • Debt Notes (Chapters 8, 9 and 10)
  • Basic math operations
  • Time value of money calculations
  • Bond math
  • Accrued interest calculations
  • Dividend discount model calculations
  • Mutual fund calculations
  • Portfolio management theory calculations
  • Financial statement ratios
  • NPV and IRR calculations
  • Time weighted rate of return calculations
  • Standard deviation
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IMT Exams Workbooks
  $146
PMT Exam Workbooks Details:

Having trouble understanding the Debt material? Can’t get your mind around the Alternative Investments material? Stuck on the Equity material? Need a refresher on your Financial Math skills?

These printable PDF workbooks will help deepen your knowledge and strengthen your skill set.

Topics Covered:
  • Debt Notes (Chapters 8 and 9)
  • Alternative Investments (Chapter 12)
  • Equity Notes (Chapter 7)
  • Basic math operations
  • Time value of money calculations
  • Bond math
  • Accrued interest calculations
  • Dividend discount model calculations
  • Mutual fund calculations
  • Portfolio management theory calculations
  • Financial statement ratios
  • NPV and IRR calculations
  • Time weighted rate of return calculations
  • Standard deviation
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PMT Exam Workbooks
  $166
 

Private Tutoring

   

Live online study sessions.

It’s all about you.

Created and led by Prof. Brian Gordon, CFA, CFP, CIM, MBA, FCSI.

Bring Exam Success’ two decades of Financial Services Industry exam prep know-how to you, wherever you are, with Private Tutoring, our most personalized online exam prep option for your CIM exams. Prof. Gordon will devote as much time as you choose to the topics and areas of concern that best reflect your interests, ensuring each study session propels you closer to exam success. With a student-Prof. ratio of 1:1, and the powerful visual and interactive capabilities afforded by our virtual classroom, it doesn’t get more customized than this!

DELIVERY FORMAT & TIMING:

Live online, powered by Zoom. 2 hour minimum. All tutoring sessions are recorded so that you can go back and reference them many times over as you study.

IDEAL CANDIDATE:

CIM Program candidates who have lists of specific questions or want to crack the code on as much content as possible in the shortest amount of time possible without any distractions.  

How does it work?

Watch Prof. Gordon demo a zoom tutoring session.

 

How much does it cost?

Start with a free consultation or jump right in and book a paid hourly tutoring session. 15-Minute Consultation: Free Private Tutoring: CAD 220 / hour (2-hour min)
   

Continue scrolling for FAQ

 

Frequently Asked Questions

The number of hours, from 2 on up, and where to spend them depends on your specific goals and the span of exam topics you need to cover.

Many Exam Success students use tutoring as a study supplement and they generally have a sense of what their strengths and weaknesses are and want to drill down on specific topics, concepts or questions they find challenging. With the focused attention tutoring delivers, they are able to get over the passing score.

The decision as to how many tutoring hours to take ultimately will come down to your specific situation and needs — there is no set tutoring syllabus.

If you think you might be interested in many hours of tutoring, it is suggested you start with one or two initial sessions to ensure that your coaching sessions are adequately useful.

You can work with Prof. Gordon (one of world’s best tutors for the CFA, CFP, CIM, CSC Program exams) no matter where you live thanks to online conferencing technology.

Exam Success’ live online tutoring provides a real-time, interactive experience, and is available to anyone with an internet connection from the comfort of any place at a time that is convenient for you (tutoring times are subject to availability). We use the Zoom platform to ensure you receive the best possible instruction in a highly engaging digital environment.

Exam Success is a leader in the Financial Services exam preparation industry and we feel we offer extremly high-quality preparation. That said, we also recognize that tutoring can be a big investment and student success and satisfaction are our top priorities. That’s why we offer the opportunity for your to get to know Prof. Gordon and his teaching style before you decide to book tutoring sessions.

Get a sneak peak of a tutoring session by watching the demo video of Prof. Gordon breaking down how the tutoring sessions works, or meet him live, face-to-face for a pre-tutoring session consulation to discuss your needs and expectations. Both options are free and a great way to get a walkthrough before you decide.

Booking is easy and fast (< 2 minutes):

1. Select the Free Consultation (15 minutes) or Paid Tutoring (min 2 hours) option.

Note: If you are unsure about jumping into tutoring, a consultation with Prof. Gordon will provide you the opportunity to get to know each other prior to you purchasing tutoring hours.

2. Select the date and time slot for your web conference (zoom meeting).

Due to high demand, we often have limited availability (especially in our busiest periods right before exams). We recommend you book 2-3 weeks in advance of your ideal meeting date.

3. Complete the contact/intake form.

Be sure to provide us with information about yourself, including the name of the exam you are preparing for, your planned exam date, your educational background, your previous study/exam experience… Please keep in mind that the more detailed the information the better we will be able to serve you.

4. Enter your credit card information (not required for a free consultation).

Payment Policy:

1. The total cost of the Exam Success tutoring depends on the number of tutoring hours booked. To receive Exam Success tutoring the student must pay the full amount at the time of booking, prior to the session.

2. All prices listed are in Canadian dollars. Taxes are extra.

Cancellation Policy:

1. Exam Success must receive written notification of the Student’s intention to withdraw from tutoring 48 hours or more prior to the initial tutoring session. If notification is received by 48 hours before the tutoring session a refund for that session less a fifty dollar ($50.00) nonrefundable administrative fee will be arranged.

2. For a Student currently being tutored who needs to reschedule or cancel a tutoring appointment, the Student must notify Exam Success 48 hours prior to the scheduled session. Otherwise, Student will be charged for the scheduled session.

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Learn from the best!

Prof. Gordon is one of Canada's most experienced exam prep experts!

Exam Tips and Practice Q&A

Testimonials
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Carla Chase

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

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

"Yippeee, I passed PMT- couldn't have done it without Exam Success! Your Q & A's by chapter, mock exams were extremely helpful!"

"I just passed both IMT exams 1st try and credit your guides. They made it MUCH easier, helped me focus & save time."

"I passed the AIS exam Monday and got 80% ! The exam was quite easy. Your math workbook & aids helped me a lot."

"I passed the CIM! Your IMT and PMT Debt Notes made the concepts easy to understand and definitely helped!"

"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!"

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

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

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

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

Success Guarantee:

With Exam Success you get repeat access to all the online resources you purchased for up to two years or until you pass, whichever comes first – no "gotcha" milestones or conditions to meet.

Email: info@examsuccess.ca
Phone: 416.843.4357, 1.800.558.9796