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. Ink reset keygen mac torrent.

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About the designation[edit]

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^[1] in Canada. It provides program participants with the knowledge base to recommend and implement advanced investment strategies and evaluate portfolio performance for their clients.

Regulatory endorsements[edit]

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),^[2] 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.

Education requirements[edit]

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:

1. Investment Management Techniques
2. Portfolio Management Techniques

Achievement: CIM Designation

OR

1. Canadian Securities Course
2. Wealth Management Essentials
3. WME-Investment Management Supplement OR Advanced Investment Strategies
4. Portfolio Management Techniques

Achievement: CIM Designation

The topics covered through these courses include:

Canadian Securities Course

• Basic securities licensing requirements for Investment Industry Regulatory Organization of Canada (IIROC)
• Provincial regulatory and Mutual Fund Dealers Association (MFDA) licensing requirements for:
  • Mutual fund sales
  • Managed future funds/commodity pools
  • Exempt securities
  • Labour-sponsored investment funds

Investment Management Techniques

• Retail asset management
• Selecting individual securities to evaluating performance
• Explaining returns to clients

Portfolio Management Techniques

• Preparation for Investment Investment Industry Regulatory Organization of Canada (IIROC) and CSA registration as a portfolio manager
• Advanced portfolio management techniques suitable for high-net-worth clients and institutional investors
• Regulatory, compliance, sales and operational requirements needed for creating and maintaining a portfolio management firm

Wealth Management Essentials

• Give comprehensive, integrated investment advice to clients
• Wealth management: financial planning and investment management

WME – Investment Management Supplement

• In-depth investment management expertise
• Specialized analysis and portfolio management

Advanced Investment Strategies

• Wealth management for affluent clients

Industry roles[edit]

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

• Portfolio Manager
• Advising Representative
• Associate Advising Representative

Other relevant job titles held by CIM designation holders include:

• Investment Advisor
• Discretionary Portfolio Manager
• Money Manager
• Asset Manager

References[edit]

1. ^CARRICK, ROB (13 December 2010). 'Financial advisers: A tale of two certificates' – via The Globe and Mail.
2. ^'Chartered Investment Manager (CIM) Designation - Canadian Securities Institute'. www.csi.ca.

External links[edit]