Browse Exams — Mock Exams & Practice Tests

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.

On this page

IMT Exam 2 is vignette-style, so your plan should include cases from week 1.

Use this loop:

Read → build a one-page “case playbook” → drill case sets → review misses → repeat.

How long should you study?

CSI lists 80 – 100 hours of study for IMT overall. Here’s a practical translation for Exam 2:

Weekly study time Timeline Total hours (approx.)
18–25 hrs/week 30 days 72–100
10–14 hrs/week 60 days 80–112
6–9 hrs/week 90 days 72–108

30-Day Intensive Plan (4 weeks)

Week Chapters / topics Case-first focus
1 Ch. 1–4 (IPS, risk profile, allocation, implementation choices) Do 2–3 mini-cases/week: extract constraints → choose best next action.
2 Ch. 5–8 (Equities + analysis + technical) Practice “what matters in the vignette?” and ratio/valuation interpretation.
3 Ch. 9–11 (Fixed income) Make duration intuition automatic; do curve + strategy cases.
4 Ch. 12–18 (Products + intl/tax + risk + impediments + monitoring) Mixed case sets daily; focus on fee drag, liquidity, after-tax, and monitoring triggers.

60-Day Balanced Plan (8 weeks)

Weeks Chapters / topics Case-first focus
1 Ch. 1 (Process + IPS) Build your “first actions” checklist; do 2 vignettes.
2 Ch. 2 (Behavioural + risk profile) Bias diagnosis → best response; do 2 vignettes.
3 Ch. 3–4 (Allocation + implementation) Rebalancing math + active/passive trade-offs; do 2 vignettes.
4 Ch. 5–8 (Equities) Top-down + company analysis; do 3 vignettes.
5 Ch. 9–11 (Fixed income) Duration/convexity + ladder/barbell/bullet; do 3 vignettes.
6 Ch. 12–13 (Managed + alternatives) Fees/liquidity/structure; do 3 vignettes.
7 Ch. 14–17 (Intl + tax + risk + impediments) Currency/tax + risk tools + compounding; do 3 vignettes.
8 Ch. 18 + mixed review Benchmarks + return measures; full mixed case sets.

90-Day Part-Time Plan (12 weeks)

Weeks Chapters / topics Case-first focus
1–2 Ch. 1–2 Build IPS + bias notes; 1–2 vignettes/week.
3–4 Ch. 3–4 Allocation + implementation; 2 vignettes/week.
5–7 Ch. 5–8 Equities; 2–3 vignettes/week.
8–9 Ch. 9–11 Fixed income; 2–3 vignettes/week.
10 Ch. 12–13 Products + alternatives; 2 vignettes/week.
11 Ch. 14–17 Intl/tax + risk + impediments; 2 vignettes/week.
12 Ch. 18 + final review Mixed case sets + miss log cleanup.

How to integrate the Mastery Securities app

  • Use the Syllabus page’s “Practice this topic” buttons for targeted case drilling.
  • Keep a miss log with three fields: constraint missed, tool missed, best next step.

Sources: https://www.csi.ca/en/learning/courses/imt/curriculum and https://www.csi.ca/en/learning/courses/imt/exam-credits

Overview
Syllabus