Chartered Investment Manager
Chartered investment managers are some of the highest-rated investment management professional in Canada who manage their client’s assets to help them benefit the most out of their investments.
The Chartered Investment Manager (CIM) designation is bestowed upon members accepted into the professional—and internationally recognized—association the Canadian Securities Institute (CSI) who, through their accreditation process, maintain the professional standards of the discipline.
The CSI is an organization, with over 750,000 members, that offers a variety of field-specific financial designations in six different fields: business banking; financial planning; investment management & trading; leadership, management & compliance; retail banking; and wealth management. Additionally, they are a subsidiary of the renowned Moody’s Analytics, and recognized by the Investment Industry Regulatory Organization of Canada (IIROB).
The designation is accessible to financial professionals with a history of working in the financial field who wish to supplement their current credentials. They offer three different course packages (in combination with two courses sold individually) totalling five courses: the canadian securities course, investment management techniques, wealth management essentials, advanced investment strategies, and portfolio management techniques. These three packages cost CAD 2500 for 3 courses, CAD 1500 for 2 courses, and the other two individually purchased courses (IMT and CSI) cost between CAD 1000 – 1400 each. The total cost of the courses ranges between CAD 4000 to 5000 and will take a maximum estimate of approximately 635 hours to complete—how this translates into overall length is up to the candidate’s work ethic.
This designation gives holders accessibility to high-profile clients who will only consult professionals with IIROC-approved designations of which the CIM designation is a part.