IMT Exam 2 — Investment Management Techniques (Case-Based Study Hub + 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 Mock Exams & Practice Exam Questions | CSI Investment Management Techniques
  IMT Exam 2 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 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.