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The Canadian Investment Regulatory Organization (CIRO) has proposed changes to its proficiency rules including changes to the current mandatory courses offered by the Canadian Securities Institute (CSI). Under these proposed rules, subject to approval by the Canadian Securities Administrators (CSA), CIRO will be moving towards an assessment centric proficiency model for Approved Persons of Investment Dealers. For more information on CIRO’s proposed rules, please refer to the CIRO website. If you have any questions on how the proposed changes may impact you, please reach out to 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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