IMT Exam 1 — Investment Management Techniques (Study Hub + Practice)
Prepare for CSI Investment Management Techniques (IMT) Exam 1 with a blueprint-aligned syllabus, comprehensive investment management cheat sheet (formulas + glossary), study plan, resources, and practice.
Investment Management Techniques (IMT®) focuses on managing retail portfolios from an advisor’s perspective: building an investment policy, understanding risk profile (including behavioural finance), allocating assets, evaluating securities and products, and monitoring performance.
Official structure (CSI): 110 multiple-choice questions, 3 hours, proctored, passing grade 60%. Source: https://www.csi.ca/en/learning/courses/imt/exam-credits
Use this hub to prep efficiently:
- Start with the Overview for scope, weightings, and what to prioritize.
- Follow the Study Plan for 30/60/90‑day prep.
- Use the Syllabus as your objective checklist.
- Use the Cheatsheet for high-yield formulas, decision tables, and terminology (glossary included).
- Train speed with Practice.
Select a section below to begin.
In this section
- IMT Exam 1 Cheatsheet — Formulas, Decision Tables, Checklists & Glossary
Last-mile IMT Exam 1 review: portfolio process + IPS, risk profile and behavioural finance, asset allocation, equity + fixed income essentials, managed products, international/tax, monitoring/performance—plus formulas and a large glossary.
- IMT Exam 1 FAQ — Common Questions
Frequently asked questions for CSI IMT Exam 1: structure, what to prioritize, and how to study efficiently.
- IMT Exam 1 Overview — What’s Tested and How to Prepare
Overview of CSI Investment Management Techniques (IMT) Exam 1: official exam format and topic weightings, what it’s really testing, and a practical prep strategy.
- IMT Exam 1 Practice — Targeted Drills by Topic
Practice IMT Exam 1 with topic-targeted drills mapped to the official CSI weightings and chapter syllabus.
- IMT Exam 1 Resources — Official CSI Links
Official CSI sources for IMT Exam 1: course overview, curriculum, and exam weightings/structure.
- IMT Exam 1 Study Plan (30 / 60 / 90 Days)
A practical CSI IMT Exam 1 study plan: 30-day intensive, 60-day balanced, and 90-day part-time schedules aligned to the official chapters and exam weightings.
- IMT Exam 1 Syllabus — Learning Objectives by Topic
Blueprint-aligned learning objectives for CSI Investment Management Techniques (IMT) Exam 1, organized by topic with quick links to targeted practice.