IMT Exam 2 — Investment Management Techniques (Case-Based Study Hub + Practice)
Prepare for CSI Investment Management Techniques (IMT) Exam 2 with a vignette-style syllabus, case-focused cheat sheet (workflows + formulas + glossary), study plan, resources, and practice.
IMT Exam 2 is vignette-style: multiple cases with multiple-choice questions. The content overlaps heavily with Exam 1, but the skill is different: you must apply the investment management process end-to-end and pick the best next action.
Official structure (CSI): 50 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 weightings and case strategy.
- Follow the Study Plan for 30/60/90‑day case-first prep.
- Use the Syllabus as your objective checklist.
- Use the Cheatsheet for case workflows, formulas, and terminology (glossary included).
- Train speed with Practice.
Select a section below to begin.
In this section
- IMT Exam 2 Cheatsheet — Vignette Playbook, Formulas & Glossary
Last-mile IMT Exam 2 review: case workflow and decision tables plus high-yield formulas for allocation, equities, fixed income, managed products, international/tax, monitoring/performance—ending with a glossary.
- IMT Exam 2 FAQ — Case-Based Exam Tips
Frequently asked questions for CSI IMT Exam 2: official structure, how to approach vignettes, and what to prioritize.
- IMT Exam 2 Overview — Case Strategy, Weightings, and What’s Tested
Overview of CSI Investment Management Techniques (IMT) Exam 2: official case-based format and topic weightings, what it’s really testing, and a practical vignette-first prep strategy.
- IMT Exam 2 Practice — Vignette Drills by Topic
Practice IMT Exam 2 with case-style drills mapped to the official CSI weightings and chapters.
- IMT Exam 2 Resources — Official CSI Links
Official CSI sources for IMT Exam 2: course overview, curriculum, and exam weightings/structure.
- IMT Exam 2 Study Plan (30 / 60 / 90 Days)
A practical CSI IMT Exam 2 vignette study plan: 30-day intensive, 60-day balanced, and 90-day part-time schedules aligned to the official chapters and exam weightings.
- IMT Exam 2 Syllabus — Case-Based Learning Objectives by Topic
Blueprint-aligned learning objectives for CSI Investment Management Techniques (IMT) Exam 2, organized by topic for vignette-style practice.