IMT Exam 1 — Investment Management Techniques (Study Hub + 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 Mock Exams & Practice Exam Questions | CSI Investment Management Techniques
  IMT Exam 1 mock exams and practice exam questions for CSI Investment Management Techniques. Timed practice sets and detailed explanations in the FINRA Exam Prep app (web, iOS, Android).
• 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.