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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.

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PMT improves fastest when you train two skills in parallel:

  1. Technical portfolio technique (equity/fixed income/derivatives/alternatives)
  2. Operating discipline (mandates, controls, reporting, governance, and “what happens next”)

How long should you study?

CSI estimates 70 – 95 hours of study for PMT. A practical conversion:

Hours per week Timeline
18–24 hrs/wk ~30 days (intensive)
9–12 hrs/wk ~60 days (balanced)
6–8 hrs/wk ~90 days (part-time)

Source: https://www.csi.ca/en/learning/courses/pmt/exam-credits

30-Day Intensive Plan (4 weeks)

Week Chapters / topics What to do
1 Ch. 1–3 (Regulation, ethics, institutional investor) Build your “governance + duty” checklist; drill definitions and roles; start glossary.
2 Ch. 4–5 (Firm + operations) Map trade lifecycle; learn front/middle/back responsibilities; drill controls + documentation cues.
3 Ch. 6–8 (Equity + fixed income) Build formula pack; do daily mini-sets: style/benchmark/risk metrics + duration/curve strategies.
4 Ch. 9–12 (Derivatives, mandates, alternatives, reporting) Drill permitted vs not; build “mandate template”; do 2 mixed timed sets and review misses.

60-Day Balanced Plan (8 weeks)

Weeks Chapters / topics What to do
1 Ch. 1 (PM overview + registration/regulation) Make a one-page “roles + rules” map; drill regulation language.
2 Ch. 2–3 (Ethics + institutional investor) Practice “conflict → response” cues; learn governance roles and benchmark purpose.
3 Ch. 4 (Investment management firm) Fees, mandates, org structure; connect incentives → conflicts → controls.
4 Ch. 5 (Front/middle/back offices) Memorize trade workflow; practice “where does this problem go?” scenarios.
5 Ch. 6 (Equity portfolios) Styles, ETF/derivative use, tax-aware basics; do short sets daily.
6 Ch. 7–8 (Fixed income portfolios) Duration/curve/box trade concepts; high yield + bond ETFs; one timed set.
7 Ch. 9–10 (Derivatives in funds + mandates) Regulations + permitted use; build mandate checklist; practice restrictions.
8 Ch. 11–12 (Alternatives + reporting/attribution) Due diligence + unique risks; performance reporting/attribution; final mixed set + review.

90-Day Part-Time Plan (12 weeks)

Weeks Chapters / topics What to do
1 Ch. 1 Roles + registration/regulation map; 2 short quizzes.
2 Ch. 2 Ethics framework; conflicts + documentation cues.
3 Ch. 3 Institutional investor types; governance roles; benchmark purpose.
4 Ch. 4 Firm structure; mandates; fees; governance.
5 Ch. 5 Trade lifecycle; middle/back office controls; operational risk.
6 Ch. 6 Equity styles; ETFs; derivative overlays (concept).
7–8 Ch. 7–8 Fixed-income operations + strategies; high-yield; bond ETF risks.
9 Ch. 9 Derivatives in mutual funds: permitted use, advantages, risks.
10 Ch. 10 New mandate design; guidelines/restrictions; launch readiness.
11 Ch. 11 Alternatives: due diligence, risks, trends.
12 Ch. 12 + review Reporting/attribution; two mixed timed sets; close gaps.

How to integrate the Mastery Securities app

  • Use Syllabus topic buttons to open targeted drills.
  • Keep a miss log with three fields: cue, rule/formula, why the distractor worked.
  • Once a week, do a timed mixed set and review until you can explain the “first correct step” in one sentence.

✅ Next: open the Syllabus and begin Topic 1.

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

Overview
Syllabus