IMT Exam 2 Study Plan: Portfolio Case Practice

A practical 7-, 14-, 30-, and 60-day IMT Exam 2 study plan for portfolio case reading, attached MCQ review, timed practice, and missed-question repair.

IMT Exam 2 preparation should be case-led. Use official CSI materials for the required curriculum, then use Finance Prep for original vignette practice, attached MCQs, explanations, and timed review.

Choose your plan

Time availableBest useMain risk
7 daysRepair weak areas and practise timed case readingTrying to relearn every topic from scratch
14 daysBalance formula review with daily vignette practiceReviewing notes without enough answer practice
30 daysBuild topic confidence, then shift to mixed case setsStaying too long in comfortable topics
60 daysFull concept review, repeated vignette cycles, final mock checksForgetting early topics because review is not spaced

Daily rhythm

BlockWhat to doOutput
ReadReview one official topic or one weak conceptOne-page notes or marked source section
PractiseWork a case set or focused drill in Finance PrepScore plus missed-question list
ExplainReview every missed answer and the strongest wrong answerShort reason for why the correct answer wins
RepairReturn to official material for the missed conceptOne corrective rule or formula
RetestRepeat a small mixed set laterEvidence that the miss is fixed

7-day plan

DayFocus
1Baseline case set; list weak constraints, formulas, and product areas
2IPS, risk profile, return objectives, liquidity, tax, and time horizon
3Fixed income: duration, yield, curve, credit, and immunization cues
4Equity valuation, ratios, dividend models, and portfolio role
5Managed products, fees, active/passive fit, and monitoring
6Performance: benchmark, TWR/MWR, Sharpe, Treynor, alpha, attribution
7Timed mixed review and missed-question repair only

14- to 60-day structure

Phase14-day version30- or 60-day version
FoundationDays 1-4: map weak topicsFirst third: official material plus focused drills
Case practiceDays 5-10: daily vignettesMiddle third: mixed vignettes, explanations, and formulas
Mock reviewDays 11-13: timed setsFinal third: timed practice, weak-area loops, and benchmark review
Final dayLight review onlyLight review only

Missed-question repair log

Track every miss using this structure:

FieldExample
TopicDuration, active manager review, asset location
Error typeFormula, fact selection, suitability, benchmark, tax, timing
Case fact missedNear-term liquidity need, high tax rate, IPS restriction
Correct ruleWhy the selected answer is stronger
Retest dateWhen you will see the idea again

Next step

Open IMT Exam 2 vignette practice and work one small set. Do not move on until every explanation can be restated in your own words.

Browse Certification Practice Tests by Exam Family