PMT — Portfolio Management Techniques (Study Hub + Practice)
Prepare for CSI Portfolio Management Techniques (PMT®) with official-weighted topics, a blueprint-aligned syllabus, comprehensive cheat sheet (formulas + glossary), study plan, resources, and practice.
Portfolio Management Techniques (PMT®) is CSI’s advanced portfolio management course: governance and institutional context, investment management firm operations, and practical techniques for managing equity and fixed-income portfolios—plus permitted derivative use in mutual funds, alternative investments, and performance reporting/attribution.
Official exam format (CSI): 1 exam, 100 multiple-choice questions, 3 hours, proctored, passing grade 60%.
Use this hub as your structured prep path:
- Start with the Overview to understand the exam’s scope and weighting.
- Follow the Study Plan for 30/60/90‑day schedules.
- Work the Syllabus as your objective checklist.
- Use the Cheatsheet for formulas, decision tables, and terminology (glossary included).
- Train speed using Practice.
Select a section below to begin.
In this section
- PMT Cheatsheet — Formulas, Decision Tables, Checklists & Glossary
Last-mile PMT® review: portfolio manager role and regulation, firm operations, equity + fixed income portfolio techniques, derivatives in funds, mandates, alternatives, and performance reporting/attribution—plus formulas and a large glossary.
- PMT FAQ — Common Questions (Portfolio Management, Operations, Reporting)
Frequently asked questions for CSI Portfolio Management Techniques (PMT®): exam format, official topic weightings, what to prioritize, and how to practice efficiently.
- PMT Overview — Exam Format, Weighting, and How to Study
PMT® overview (official CSI structure): 100 multiple-choice questions in 3 hours, topic weightings, what gets tested, and a practical study strategy.
- PMT Practice — Targeted Drills by Topic
Practice PMT® with topic-targeted drills mapped to the official CSI weightings and chapter syllabus.
- PMT Resources — Official CSI Links
Authoritative PMT® resources from the Canadian Securities Institute (CSI): course page, official curriculum, and exam credits (structure + weightings).
- PMT Study Plan (30 / 60 / 90 Days)
A practical PMT® study plan you can follow: 30-day intensive, 60-day balanced, and 90-day part-time schedules aligned to official topic weightings and a repeatable syllabus → practice loop.
- PMT Syllabus — Learning Objectives by Topic
Blueprint-aligned learning objectives for CSI Portfolio Management Techniques (PMT®), organized by topic with quick links to targeted practice.