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