PMT Overview — Exam Format, Weighting, and How to Study

PMT® overview (official CSI structure): 100 multiple-choice questions in 3 hours, topic weightings, what gets tested, and a practical study strategy.

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Quick facts (official CSI exam structure)

PMT tends to reward candidates who can:

connect governance + mandate constraints to portfolio decisions
understand how an investment management firm actually runs (front/middle/back office)
choose appropriate techniques for equity and fixed income portfolios
explain permitted/controlled use of derivatives in mutual funds
interpret client reporting and performance attribution without getting lost in jargon

Source: CSI PMT Exam & Credits page.

Exam Topics	Weight	Target questions (out of 100)	Chapters (CSI curriculum)
Regulation and Ethics	10%	10	1–2
The Institutional Portfolio Management Process	8%	8	3
Portfolio Management Organization and Operations	16%	16	4–5
Managing Equity Portfolios	16%	16	6
Managing Fixed Income Portfolios	19%	19	7–8
Permitted Use of Derivatives in Mutual Funds	5%	5	9
Creating New Portfolio Management Mandates	10%	10	10
Alternative Investment Management	11%	11	11
Client Portfolio Reporting and Performance Attribution	5%	5	12

Use the Syllabus as your checklist by weighting.
Build a compact “formula + definitions” pack from the Cheatsheet.
Drill operations + governance with scenario prompts: “who does what next?” and “what must be documented?”
Do weekly timed mixed sets; keep a miss log focused on: rule/definition, formula, and the decision cue you missed.

✅ Next: open the Study Plan or jump into the Syllabus.