Canadian Investment Manager

The Chartered Investment Manager (CIM®), previously Canadian Investment Manager, designation is a professional certification conferred by Canadian Securities Institute, a Canadian financial education company that provides courses, programs, certifications and designations for financial industry professionals.

The CIM is a financial advice designation that delivers the appropriate knowledge requirements for designation holders to work with clients in a discretionary investment management capacity. It builds skills required to serve clients and it offers the credentials required to be licensed as a discretionary portfolio manager in Canada. It provides program participants with the knowledge base to recommend and implement advanced investment strategies and evaluate portfolio performance for their clients.

The CIM designation is endorsed by both the Investment Industry Regulatory Organization of Canada (IIROC) to apply as a registered representative approved to carry out discretionary portfolio management (not including Futures), and by the Canadian Securities Administrator (CSA) to apply for registration as a Portfolio Manager – Advising Representative and as a Portfolio Manager – Associate Advising Representative.

Program participants must complete education, examination, and at least 2 years of work experience requirements to receive authorization to use the designation.

To earn the CIM designation, students take one of two approaches:

Achievement: CIM Designation

The topics covered through these courses include:

Canadian Securities Course

Investment Management Techniques

Portfolio Management Techniques

Wealth Management Essentials

WME – Investment Management Supplement

Advanced Investment Strategies

Financial industry professionals who hold the CIM designation and are registered with provincial securities commissions are also eligible for registration as:

Other relevant job titles held by CIM designation holders include:

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