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For all questions related to CIRO’s Proposed Proficiency Model, please visit CIRO’s webpage or email proficiency@ciro.ca.

About

The Portfolio Management Techniques (PMT®) course delivers a deeper understanding of advanced portfolio management techniques suitable for high-net-worth clients and institutional investors. It also delivers the knowledge of regulatory, compliance, sales and operational requirements needed for creating and maintaining a portfolio management firm.

What skills will you develop?

  • Learn the latest strategies for building client and institutional portfolios, as well as the knowledge to establish and maintain an institutional investment firm
  • Gain the necessary knowledge to prepare you for both CIRO and CSA registration as a portfolio manager

Who should enrol?

Enrol in the PMT® if you’re:

  • An industry professional looking to gain more knowledge
  • At least 2 years into your career
  • Involved in managing client funds
  • Looking to build on the knowledge you gained in the CSC® and the IMT®
  • An investment advisor or registered representative

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